Financial Planning Director

4 weeks ago

London, Greater London, United Kingdom Evelyn Partners Full time
{"Job Title": "Financial Planning Director", "Job Description": "Job Summary

We are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our financial services team, you will be responsible for delivering financial planning and wealth management advice to our clients.

Key Responsibilities
  • Develop and implement financial plans that meet the needs of our clients
  • Build and maintain strong relationships with clients to ensure their ongoing financial well-being
  • Work closely with our Investment Management and Professional Services teams to provide comprehensive financial solutions
  • Stay up-to-date with industry developments and regulatory requirements to ensure our clients receive the best possible advice
Requirements
  • Chartered Financial Planner qualification or equivalent
  • Proven track record of building and maintaining a high-quality client base
  • Strong relationship management skills and ability to work collaboratively with colleagues
  • Excellent communication and interpersonal skills
What We Offer
  • Competitive salary and benefits package
  • Opportunities for professional development and career growth
  • Collaborative and supportive work environment
  • Access to a wide range of employee benefits and perks

We are committed to creating a diverse and inclusive workplace where all colleagues feel valued and supported. If you are a motivated and experienced Financial Planning Director looking for a new challenge, we would love to hear from you.

", "Company": "Evelyn Partners"}

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