Strategic Financial Lead
1 month ago
Evelyn Partners Fund Solutions Limited seeks a highly experienced Financial Planning Director to lead our team of financial planners in delivering exceptional client service and driving business growth.
This is a key leadership role that requires a seasoned professional with a strong track record of managing teams, building relationships, and driving results. As a Financial Planning Director, you will be responsible for overseeing the development and implementation of financial planning strategies that meet or exceed client expectations.
Key Responsibilities:
- Lead and manage a team of financial planners to ensure high-quality client service and delivery of 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.
Required Skills and Qualifications:
- 10+ years of experience in financial planning and 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.
Benefits:
- Competitive salary: £80,000 - £110,000 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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