Financial Planning Director

7 days ago

Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Role

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our mission is to provide exceptional financial and professional services to our clients, and we're seeking a talented individual to join our team as a Financial Planning Director.

Key Responsibilities
  • Develop and implement comprehensive financial plans for clients, taking into account their unique needs and goals.
  • Build and maintain strong relationships with clients, providing exceptional service and ensuring their financial objectives are met.
  • Collaborate with our Investment Management and Professional Services teams to deliver holistic financial solutions to clients.
  • Stay up-to-date with industry trends and developments, ensuring our clients receive the best possible advice.
  • Manage and maintain accurate client records, ensuring compliance with regulatory requirements.
Requirements
  • Minimum of a relevant Level 4 qualification or above (aspiring for Level 7) and a Statement of Professional Standing.
  • Proven experience in financial planning, with a strong track record of delivering results.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Ability to work under pressure and prioritize tasks effectively.
  • Strong technical knowledge of financial planning and wealth management.
What We Offer
  • A competitive salary and benefits package, including private medical insurance, life assurance, and pension contribution.
  • A generous holiday package and option to purchase additional holiday.
  • Shared parental leave and a supportive work environment.
  • Ongoing training and development opportunities to help you grow in your career.
About Us

Evelyn Partners Fund Solutions Limited is committed to creating a diverse and inclusive workplace, where all colleagues feel valued and respected. We're proud to offer a range of employee resource groups and diversity, equity, and inclusion initiatives to support our colleagues and clients.

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