Financial Planning Director

4 weeks ago


Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time

About the Role

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

Key Responsibilities

  • Deliver financial planning and wealth management advice to clients in the East Anglia region.
  • Build and develop trusted relationships with current and potential clients.
  • Plan, implement, and execute the annual Business Plan in line with agreed individual expectations.
  • 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.
  • Work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships.
  • Maintain comprehensive client records and ensure they are accurate and up to date at all times and in line with Group policy.

Requirements

  • Holds Chartership within Financial Planning.
  • Experience of working as a Financial Planner.
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
  • Proven ability to deal with new and existing clients on a fee basis.
  • Ability to analyse client information and highlight requirements to make suitable recommendations.
  • Strong Relationship management skills.

About Evelyn Partners

We are a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.



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