Director: Financial Planning
3 weeks ago
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
Conduct client reviews 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 accurate and up to date at all times and in line with Group policy
A minimum of a relevant Level 4 qualification in Financial Planning or equivalent and aspiring towards becoming Chartered
Previous experience within a Financial Planning / Advisory role to HNW Private clients
Performance management experience
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependent)
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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