Senior Financial Advisory Role

2 days ago


WellsnexttheSea, Norfolk, United Kingdom Evelyn Partners Full time

About the Role:

The Finance Director of Financial Planning will be responsible for executing the annual Business Plan, structuring client meetings, and ensuring clients have the right advice to achieve their financial objectives. This role also involves working with Investment Management and Professional Services colleagues to develop client relationships.

  • Key Responsibilities:
  • • Assign tasks and responsibilities to team members
  • • Monitor team performance; mentor, manage, and support staff
  • • Lead the team
  • • Execute the annual Business Plan in line with agreed individual targets
  • • Build new client relationships and maintain and develop existing client relationships through effective ongoing service
  • • Structure and lead client meetings in a professional manner
  • • Ensure comprehensive client records are kept accurate and up to date at all times

To succeed in this role, you should have a strong understanding of financial planning principles and excellent communication skills. You will also need to have experience of people management and performance management.

We offer a competitive salary package, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.



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