Chief Financial Planning Strategist
2 days ago
Job Summary:
We are seeking an experienced and skilled Chief Financial Planning Strategist to join our team at Evelyn Partners.
About the Role:
The ideal candidate will have a strong background in financial planning, wealth management, and team leadership. As a Chief Financial Planning Strategist, you will be responsible for delivering high-quality financial planning advice to our clients, while also mentoring and managing a team of financial planners.
Main Responsibilities:
- Financial Planning: Develop and implement comprehensive financial plans that meet the unique needs of each client, taking into account their goals, risk tolerance, and financial situation.
- Team Leadership: Lead and manage a team of financial planners, providing guidance, support, and training to ensure they have the skills and knowledge needed to deliver exceptional client service.
- Client Relationships: Build and maintain strong relationships with clients, ensuring they feel valued and supported throughout the financial planning process.
- Communication: Communicate complex financial information to clients in a clear and concise manner, using visual aids and other tools as needed.
- Business Development: Identify opportunities to grow our business through networking, referrals, and other means, while maintaining a focus on delivering exceptional client service.
Requirements:
- Qualifications: A minimum of a Level 4 qualification in Financial Planning or equivalent, with aspirations to become Chartered.
- Experience: Previous experience in a financial planning or advisory role, preferably working with High Net Worth individuals.
- Skillset: Excellent communication, relationship-building, and leadership skills, with the ability to think critically and make informed decisions.
What We Offer:
- Salary: £65,000 - £80,000 per annum, depending on experience.
- Benefits: Private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.
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