Director of Client Solutions

8 hours ago


WellsnexttheSea, Norfolk, United Kingdom Evelyn Partners Full time

The position of Director - Financial Planning at Evelyn Partners presents an exceptional opportunity for a skilled professional to lead high-performing teams and deliver outstanding results. With an estimated salary range of £80,000 to £120,000 annually, this role demands strong leadership, communication, and technical skills.

About the Role

You will be responsible for:

  • Guiding team members in their tasks and monitoring their performance
  • Mentoring and developing staff to enhance their skills and productivity
  • Executing the annual Business Plan, aligning individual targets for success
  • Nurturing new client relationships and maintaining existing ones through excellent service
  • Leading client meetings and providing accurate, timely advice
  • Helping clients achieve their financial objectives by providing expert guidance and tailored advice
  • Conducting regular client reviews to adapt to changing needs and priorities
  • Collaborating with colleagues from Investment Management and Professional Services to develop strong client relationships
Requirements and Qualifications

To succeed in this position, you must have:

  • A relevant Level 4 qualification in Financial Planning or equivalent, targeting Chartered status
  • Previous experience in a Financial Planning/Advisory role, serving HNW Private clients
  • Leadership and people management skills as a Team Leader/Manager
  • Experience in managing staff workload, providing guidance and support
  • Strong communication and relationship management skills
Benefits and Benefits Package

As a valued member of our team, you will enjoy:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (dependent on role)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave


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