Financial Planning Director

3 days ago

Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full time
About the Role

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

Key Responsibilities
  • Client Relationship Management
    • Build and maintain strong relationships with current and potential clients to deliver exceptional service and minimize attrition.
    • Develop and implement strategies to acquire new clients and grow existing relationships.
  • Financial Planning and Advice
    • Provide comprehensive financial planning and wealth management advice to clients, taking into account their individual needs and goals.
    • Develop and implement financial plans that meet clients' objectives, while considering factors such as retirement planning, inheritance, and tax efficiency.
  • Business Development
    • Work closely with Investment Management and Professional Services colleagues to develop client relationships and identify new business opportunities.
    • Build and maintain close relationships with professional advisers to initiate and nurture new business opportunities.
  • Operational Management
    • Ensure comprehensive client records are accurate and up-to-date, in line with Group policy.
    • Maintain the New Business Pipeline and ensure all values and dates are up-to-date.
  • Professional Development
    • Stay up-to-date with industry, regulatory, and internal requirements by undertaking regular and appropriate Continuing Professional Development (CPD).
    • Assist in the induction, mentoring, and development of new Financial Planners.
Requirements
  • Qualifications
    • Holds Chartership within Financial Planning.
  • Experience
    • Experience of working as a Financial Planner.
    • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies and solutions.
  • Skills
    • Proven ability to deal with new and existing clients on a fee basis.
    • Ability to analyze client information and highlight requirements to make suitable recommendations.
    • Strong relationship management skills.
What We Offer
  • Competitive Salary
  • Private Medical Insurance
  • Life Assurance
  • Pension Contribution
  • Generous Holiday Package
  • Option to Purchase Additional Holiday
  • Shared Parental Leave

We are committed to providing a workplace where all colleagues feel respected and valued, regardless of their identity, background, or circumstance. We welcome applications from diverse candidates and are happy to make reasonable adjustments to accommodate individual needs throughout the application process.

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