Financial Planning Director

4 weeks ago

London, Greater London, United Kingdom https:jobs-redefined.cositemap Full time
Company Overview

Evelyn Partners is a leading integrated wealth management and professional services group with over 186 years of experience in helping individuals and businesses thrive.

We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

Job Summary

We are seeking a highly skilled Financial Planning Director to join our team. The successful candidate will be responsible for delivering financial planning and wealth management advice, building and developing trusted relationships with current and potential clients.

Key Responsibilities
  • Deliver financial planning and wealth management advice to clients.
  • Build and develop trusted relationships with current and potential clients.
  • Work in partnership with Investment Management and Professional Services colleagues to develop client relationships.
  • Grow knowledge and skills to optimize capability, meeting regulatory and internal requirements.
Requirements
  • Chartered Financial Planner qualification.
  • Proven ability to build, maintain, and grow a high-quality client base by referral through outstanding delivery.
  • Track record of partnering with Investment Managers and Professional Services teams.
What We Offer
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

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