Senior Wealth Management Professional
1 month ago
We are seeking an experienced Senior Wealth Management Professional to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our leadership team, you will play a critical role in shaping the future of our organization and driving business growth through exceptional client service.
The ideal candidate will have a strong background in wealth management, with a proven track record of success in building and maintaining relationships with high-net-worth individuals and families. You will be responsible for leading our financial planning team, developing and implementing strategies to meet client needs, and collaborating with cross-functional teams to drive business growth.
Key Responsibilities:
- Lead and manage a team of financial planners to deliver high-quality client service and achieve strategic objectives.
- Develop 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:
- 8+ years of experience in wealth management, with a proven track record of success in leadership roles.
- Strong leadership and team management skills, with experience in coaching, mentoring, and developing high-performing teams.
- Exceptional 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.
What We Offer:
- Competitive salary: £70,000 - £100,000 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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