Strategic Financial Planning Director
4 weeks ago
Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, renowned for its expertise in helping individuals and businesses thrive.
As a Strategic Financial Planning Director, you will play a pivotal role in driving our company's growth and innovation. Your exceptional leadership skills, combined with your experience in financial planning and advisory roles, will enable you to inspire and motivate our team members to deliver outstanding results.
Your responsibilities will include:
- Leadership and Team Management: Assign tasks and responsibilities to team members, monitor their performance, mentor, manage, and support staff to ensure they have the necessary tools and resources to excel.
- Client Relationship Development: Build new client relationships and maintain existing ones by providing exceptional ongoing service, ensuring all information and advice provided is up-to-date, technically accurate, and meets clients' needs.
- Business Plan Execution: Execute the annual Business Plan in line with agreed individual targets, focusing on delivering first-class results and driving business growth.
To succeed in this role, you will require:
- Financial Planning Experience: Previous experience within a Financial Planning/Advisory role, with a strong understanding of financial planning principles and practices.
- Leadership Skills: Experience of people management as a Team Leader/Manager, with the ability to inspire and motivate team members.
- Performance Management: Experience of managing staff workload, providing mentoring and support, and conducting performance reviews.
As a colleague at Evelyn Partners Fund Solutions Limited, you will enjoy access to a range of benefits, including private medical insurance, life assurance, pension contribution, and a generous holiday package. We are proud to value the differences that a diverse workforce brings, representing society and our clients.
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