Financial Planning Director

2 weeks ago

Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time
About the Role

Evelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive.

We are seeking a highly skilled Financial Planning Director to join our team, who will be responsible for driving our financial planning and advisory services forward.

The ideal candidate will have a strong background in financial planning, with experience in performance management and team leadership.

Key Responsibilities:

  • Develop and implement financial planning strategies to drive business growth and client satisfaction.
  • Lead a team of financial planners to deliver exceptional client service and achieve business objectives.
  • Collaborate with investment management and professional services colleagues to develop client relationships and drive business growth.
  • Ensure comprehensive client records are accurate and up-to-date, and maintain a strong understanding of client needs and goals.
  • Develop and maintain a strong network of professional contacts and partnerships to drive business growth and client satisfaction.

Requirements:

  • Relevant qualifications in financial planning, such as a Level 4 or above.
  • Proven experience in financial planning and performance management.
  • Strong leadership and team management skills.
  • Excellent communication and interpersonal skills.

We offer a competitive salary, private medical insurance, life assurance, pension contribution, and a hybrid working model. If you are a motivated and experienced financial planning professional looking for a new challenge, please apply.

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