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Financial Planning Director

2 months ago

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

Evelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in delivering exceptional client service and driving business growth.

Key Responsibilities
  • Develop and execute comprehensive financial plans for high net worth individuals and families, ensuring alignment with their goals and risk tolerance.
  • Build and maintain strong relationships with clients, providing expert advice and guidance on investment, tax, and estate planning strategies.
  • Collaborate with cross-functional teams, including Investment Management and Professional Services, to deliver holistic financial solutions.
  • Stay up-to-date with industry trends and regulatory changes, ensuring compliance with all relevant laws and regulations.
  • Contribute to the development of business strategies and initiatives, driving growth and expansion of our Financial Planning services.
Requirements
  • Proven experience in financial planning, with a strong track record of delivering high-quality client service.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Strong analytical and problem-solving skills, with the ability to interpret complex financial data and develop effective solutions.
  • Ability to work in a fast-paced environment, prioritizing multiple tasks and deadlines.
  • Strong technical skills, with proficiency in financial planning software and tools.
What We Offer
  • Competitive salary and bonus structure.
  • Opportunities for professional development and career advancement.
  • Collaborative and dynamic work environment.
  • Recognition and rewards for outstanding performance.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and experienced Financial Planning professional looking for a new challenge, please submit your application.