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Head of Wealth Management
2 months ago
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of individuals and businesses to thrive.
We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our Mission
We provide an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands, because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.
Our Values
An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.
About the Role
We are seeking a highly skilled and experienced Director of Financial Planning and Strategy to join our team. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our clients.
Key Responsibilities
- Build and develop trusted relationships with current and potential clients.
- Deliver financial planning and wealth management advice to clients.
- Work within the context of an agreed business plan.
- Assign tasks and responsibilities to team members.
- Monitor team performance; mentor and support staff.
- Lead a team.
- 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 to help minimize attrition.
- Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate, and meets clients' needs.
- Ensure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients.
- Ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements.
- Work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships.
- Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
- Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy.
Requirements
- Previous experience within a Financial Planning / Advisory role.
- Experience of people management as a Team Leader.
- Proven ability to deal with new and existing clients on a fee basis.
- Excellent communication skills, both written and verbal.
- Ability to analyze client information and highlight requirements to make suitable recommendations.
- Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
- Ability to work under pressure and to prioritize work.
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
Qualifications
- Holds a minimum of a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing.
About Our Benefits
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model (role-dependent).
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
About Our Commitment to Diversity, Equity, and Inclusion
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organization. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
