Director of Financial Planning and Strategy
3 weeks ago
About This Role
We're seeking an experienced Director of Financial Planning and Strategy to join our team at Evelyn Partners.
Key Responsibilities
- Client Relationships
- Build and maintain trusted relationships with current and potential clients
- Financial Planning and Wealth Management
- Deliver high-quality financial planning and wealth management advice
- Team Leadership
- Lead a team of financial planning professionals
- Assign tasks and responsibilities to team members
- Mentor and support staff
Requirements
- Relevant industry experience and qualifications
- Proven ability to deal with new and existing clients on a fee basis
- Excellent communication and interpersonal skills
- Ability to work under pressure and prioritize tasks
What We Offer
- Competitive salary and benefits package
- Opportunities for professional development and growth
- Collaborative and dynamic work environment
About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group in the UK. We offer a range of financial and professional services to individuals, businesses, and organizations.
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