Director: Financial Planning

2 days ago

Brighton East Sussex, 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.
To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.
Monitor team performance; Execute the annual Business Plan in line with agreed individual targets.
# Build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition.
# Ensure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients.
# Ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements.
# Work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships.
# Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
# Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy.

Previous experience within a Financial Planning / Advisory role.
# Performance management experience.
# Holds a minimum of a relevant level 4 qualification or above within Financial Planning (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing.

Competitive salary.
# Private medical insurance.
# Life assurance.
# Pension contribution.
# Hybrid working model (role dependant).
# 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.

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