Financial Planning Director
2 months ago
Evelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services, with a long history of delivering exceptional client service and driving business growth. Our team of experienced professionals is committed to helping our clients achieve their financial goals, and we are seeking a talented Financial Consultant to join our ranks.
The successful candidate will have a strong background in financial planning and wealth management, with a proven track record of success in building and maintaining relationships with clients. You will be responsible for developing and implementing financial planning strategies that meet or exceed client expectations, while collaborating with cross-functional teams to drive business growth.
Key Responsibilities:
- Develop and implement financial planning strategies that meet or exceed client expectations.
- Build and maintain strong relationships with clients, internal stakeholders, and external partners to drive business growth and revenue expansion.
- Collaborate with cross-functional teams to identify opportunities and develop innovative solutions to meet evolving client needs.
- Stay up-to-date with industry trends, regulatory changes, and best practices to ensure compliance and excellence in financial planning services.
Requirements:
- 5+ years of experience in financial planning and wealth management, with a proven track record of success in building and maintaining relationships with clients.
- Strong communication and interpersonal skills, with the ability to build and maintain strong relationships with clients, colleagues, and external partners.
- A deep understanding of financial planning principles, tax laws, and investment products, with a strong analytical and problem-solving skillset.
- Ability to work collaboratively as part of a team, with a customer-focused approach.
What We Offer:
- Competitive salary: £60,000 - £90,000 per annum.
- Bonus structure tied to individual and team performance.
- Pension contribution and private medical insurance.
- Generous holiday package and flexible working arrangements.
- Professional development opportunities and training programs.
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