Head of Financial Services
5 days ago
Evelyn Partners is seeking an experienced Head of Financial Services to lead our Financial Planning team. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our high net worth private clients.
About the Role:
- This is a senior leadership role within our Financial Planning department, reporting directly to the Senior Partner.
- You will have overall responsibility for the delivery of our financial planning services, including managing a team of experienced planners and supporting their professional development.
- You will work closely with our Investment Management and Professional Services teams to develop client relationships and deliver tailored solutions.
- Key responsibilities include building new client relationships, maintaining and developing existing ones, and leading client meetings in a professional manner.
- You will ensure that all advice provided is up-to-date, technically accurate, and meets clients' needs, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency.
About You:
- You should hold a level 6 qualification in CII Financial Planning or equivalent, aspiring for Level 7.
- Previous experience within a Financial Planning/Advisory role to HNW private clients is essential.
- You should also have experience of people management as a Team Leader/Manager, including managing staff workload, providing mentoring and support, and performance management.
- Excellent communication skills, both written and verbal, are required, along with relationship management skills.
Benefits:
- We offer a competitive salary of £80,000 - £120,000 per annum, depending on experience.
- Private medical insurance, life assurance, pension contribution, and a generous holiday package are just a few of the benefits we offer.
- We pride ourselves on being a diverse and inclusive workplace, committed to providing a safe and supportive environment for all colleagues.
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