Financial Planning Director

6 days ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About Evelyn Partners

Evelyn Partners is a 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.

Our Mission

We strive to place the power of good advice into more hands, believing that everyone deserves access to good advice, regardless of where they're at in their financial journey.

Our Values

We are driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Job Description

Key Responsibilities

  • Deliver financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients.
  • Support client needs, plan, implement, and execute the annual Business Plan in line with agreed individual expectations.
  • Build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimize attrition and deliver new instructions and referrals as a result of satisfied clients.
  • Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate, and meets clients' needs.
  • Ensure clients have the right advice to achieve their financial objectives, 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.
  • 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.

Requirements

  • 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.
  • Proven ability to deal with new and existing clients on a fee basis.
  • Ability to analyze client information and highlight requirements to make suitable recommendations.
  • 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.

Benefits

  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

About Us

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. 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. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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