Director: Financial Planning

1 month ago

Peterborough Cambridgeshire, United Kingdom Evelyn Partners Full time

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
Read more about us and available career opportunities here:
Wealth, accountancy and business advisory services / Evelyn Partners
The successful person will be responsible for delivering financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients,
To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements
To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
Assist in the induction, mentoring and development of new Financial Planners
Holds Chartership within Financial Planning
Experience of working as a Financial Planner
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
Strong Relationship management skills
Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave
At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.

  • Director Financial Planning

    1 month ago

    Peterborough, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director Financial Planning

    1 month ago

    Peterborough, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director Financial Planning

    3 weeks ago

    Peterborough, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director Financial Planning

    4 weeks ago

    Peterborough, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director: Financial Planning

    4 weeks ago

    Peterborough, Cambridgeshire, United Kingdom Evelyn Partners Full time

    Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses. Join us on our...

  • Director of Financial Planning and Analysis

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom SEPTODONT Full time

    Director of Financial Planning, Reporting and Analytics, North America Director of Financial Planning, Reporting and Analytics, North America Novocol Pharma is a growing contract development and manufacturing organization (CDMO), specialized in sterile injectable cartridges and combination product manufacturing. We strive for excellence and...

  • Director of Financial Planning and Analysis

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom SEPTODONT Full time

    Director of Financial Planning, Reporting and Analytics, North America Director of Financial Planning, Reporting and Analytics, North America Novocol Pharma is a growing contract development and manufacturing organization (CDMO), specialized in sterile injectable cartridges and combination product manufacturing. We strive for excellence and...

  • Director of Financial Planning and Analysis

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom SEPTODONT Full time

    Director of Financial Planning, Reporting and Analytics, North America Director of Financial Planning, Reporting and Analytics, North America Novocol Pharma is a growing contract development and manufacturing organization (CDMO), specialized in sterile injectable cartridges and combination product manufacturing. We strive for excellence and...

  • Director of Financial Planning and Analysis

    3 weeks ago

    Cambridge, Cambridgeshire, United Kingdom SEPTODONT Full time

    Director of Financial Planning, Reporting and Analytics, North America Director of Financial Planning, Reporting and Analytics, North America Novocol Pharma is a growing contract development and manufacturing organization (CDMO), specialized in sterile injectable cartridges and combination product manufacturing. We strive for excellence and...

  • Director Financial Planning

    3 weeks ago

    Peterborough, United Kingdom Evelyn Partners Full time

    Company Description Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director Financial Planning

    4 weeks ago

    Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director Financial Planning

    1 month ago

    Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Director Financial Planning

    2 weeks ago

    Cambridgeshire, United Kingdom Evelyn Partners Full time

    Company DescriptionEvelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and...

  • Financial Planning Administrator

    4 weeks ago

    Peterborough, United Kingdom Service Service Employment Agency Limited Full time

    My client, a well-established and award winning financial planning firm located in central Peterborough are looking to bolster their administrative IFA support team. **Role Purpose** To provide a first-class administration and support service to our team of Financial Planners, to meet and exceed the expectations of this prestigious firms loyal...

  • Senior Finance Director, Financial Planning

    2 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Mundipharma Full time

    Senior Finance Director, Financial Planning & Analysis Mundipharma are looking to recruit a Senior Finance Director, FP&A to join the Technical Operations Senior Leadship team. The role holder will provide leadership of function delivering monthly management results, end to end budget process and outputs and partnering with the business to drive strategy. ...

  • Senior Finance Director, Financial Planning

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Randstad Sourceright Full time

    Senior Finance Director, Financial Planning & Analysis Cambridge (3 times a week in the office) Contract length: Randstad Sourceright, a leading provider of RPO & MSP Recruitment Services are currently recruiting for a Training Coordinator on behalf of a well known business that specialises in Engineering, Rail, Healthcare and Energy The primary purpose of...

  • Senior Finance Director, Financial Planning

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Randstad Sourceright Full time

    Senior Finance Director, Financial Planning & Analysis Cambridge (3 times a week in the office) Contract length: Randstad Sourceright, a leading provider of RPO & MSP Recruitment Services are currently recruiting for a Training Coordinator on behalf of a well known business that specialises in Engineering, Rail, Healthcare and Energy The primary purpose...

  • Senior Director of Financial Planning

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Flagship Pioneering Full time

    We could harness the power of Flagship’s scientific platforms and create novel treatment options that benefit more patients, sooner? Pioneering Medicines (PM), a division of Flagship Pioneering, is building a world-class biopharmaceutical R&D capability focused on conceiving and developing life-changing treatments for patients by harnessing the power of...

  • Senior Director of Financial Planning

    1 month ago

    Cambridge, Cambridgeshire, United Kingdom Flagship Pioneering Full time

    We could harness the power of Flagship’s scientific platforms and create novel treatment options that benefit more patients, sooner? Pioneering Medicines (PM), a division of Flagship Pioneering, is building a world-class biopharmaceutical R&D capability focused on conceiving and developing life-changing treatments for patients by harnessing the power of...

  • Senior Director of Financial Planning

    4 weeks ago

    Cambridge, Cambridgeshire, United Kingdom Flagship Pioneering Full time

    We could harness the power of Flagship’s scientific platforms and create novel treatment options that benefit more patients, sooner? Pioneering Medicines (PM), a division of Flagship Pioneering, is building a world-class biopharmaceutical R&D capability focused on conceiving and developing life-changing treatments for patients by harnessing the power of...