Financial Planning Director

3 days ago

Chelmsford, Essex, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Financial Planning Director Opportunity

Evelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Director to join our team in the East Anglia region. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning and wealth management advice to our clients.

Key Responsibilities
  • Develop and maintain trusted relationships with current and potential clients
  • Plan, implement, and execute annual business plans in line with individual expectations
  • Build new client relationships and maintain existing ones through effective ongoing service
  • Structure and lead client meetings to ensure accurate and up-to-date advice
  • Ensure clients have the right advice to achieve their financial objectives
  • Work in partnership with colleagues to develop client relationships
  • Maintain comprehensive client records and ensure accuracy
  • Strive for no complaints and resolve any issues in a timely fashion
  • Develop and maintain knowledge and skills through regular CPD
Requirements
  • Chartership within Financial Planning
  • Experience as a Financial Planner
  • Technical knowledge and effective communication of holistic financial planning strategies
  • Strong relationship management skills
  • Experience operating within a risk management framework
Benefits
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value diversity and are committed to creating an inclusive workplace. We have a range of employee resource groups and diversity initiatives in place to support this goal.

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