Head of Financial Advisory Services

3 weeks ago


Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time
Position Overview

What You Will Be Responsible For:

Your primary role will involve cultivating and nurturing trusted relationships with both existing and prospective clients. You will oversee the delivery of financial planning and wealth management guidance, ensuring alignment with a predetermined business strategy. All client advice must be appropriate, customized, and personalized, adhering to established advice and control policies.

Key Responsibilities Include:
  • Delegating tasks and responsibilities to team members.
  • Monitoring team performance; providing mentorship, management, and support to staff.
  • Leading the team effectively.
  • Implementing the annual Business Plan in accordance with set individual objectives.
  • Establishing new client relationships while maintaining and enhancing existing ones through effective ongoing service to reduce attrition.
  • Conducting client meetings in a professional manner, ensuring that all information and advice is current, technically accurate, and tailored to clients' needs.
  • Providing clients with the appropriate advice to meet their financial goals, while considering factors such as retirement planning, inheritance, and tax efficiency.
  • Conducting annual client reviews in line with changing risk attitudes and strategic requirements.
  • Collaborating with Investment Management (IM) and Professional Services (PS) colleagues to strengthen client relationships.
  • Maintaining the New Business Pipeline (NBP) and ensuring all values and dates are current.
  • Ensuring that comprehensive client records are kept accurate and up to date, in compliance with Group policy.
To Excel in This Role, You Should Possess:
  • Prior experience in a Financial Planning or Advisory capacity.
  • Experience in people management as a Team Leader or Manager.
  • Ability to manage staff workload, providing mentorship and support.
  • Skills in performance management.
  • Exceptional communication skills, both written and verbal.
  • Strong relationship management capabilities.
Qualifications Required:
  • A minimum of a relevant level 4 qualification or higher in Financial Planning (with aspirations for Level 7) and a current Statement of Professional Standing.


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