Financial Planning Director

3 days ago

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

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of 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
  • Monitor team performance and 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.
  • Ensure clients have the right advice to achieve their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
  • Work in partnership with Investment Management and Professional Services colleagues to develop client relationships.
  • Maintain comprehensive client records and ensure they are accurate and up-to-date at all times.
Requirements
  • Previous experience within a Financial Planning/Advisory role.
  • Performance management experience.
What We Offer
  • Competitive salary.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

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