Financial Planning Director

4 weeks ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time
Job Title: Financial Planning Director

Evelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.

Key Responsibilities:
  • Develop and implement comprehensive financial plans for clients, taking into account their individual needs and goals.
  • Build and maintain strong relationships with clients, providing ongoing service and support to ensure their financial objectives are met.
  • Collaborate with our investment management and professional services teams to develop client relationships and deliver integrated wealth management solutions.
  • Stay up-to-date with industry developments and regulatory requirements, ensuring our clients receive the best possible advice.
  • Contribute to the development of our team, sharing knowledge and expertise to drive business growth and excellence.
Requirements:
  • Chartered status within financial planning.
  • Proven experience in financial planning, with a strong track record of delivering high-quality advice.
  • Excellent communication and relationship-building skills, with the ability to build trust with clients.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data.
  • Ability to work collaboratively as part of a team, with a focus on delivering exceptional client service.
What We Offer:
  • A competitive salary and benefits package.
  • Ongoing professional development and training opportunities.
  • A dynamic and supportive work environment, with a focus on collaboration and teamwork.
  • The opportunity to work with a leading wealth management firm, with a strong reputation for excellence and integrity.

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