Strategic Financial Director
4 days ago
Evelyn Partners is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.
We're seeking a talented Director Financial Planning to join our Financial Planning team in London. This is an exciting opportunity for a senior financial planner to inherit an existing client book of circa 30 high-quality clients from senior practitioners. This will provide a good foundation to grow the business through the delivery of excellent client service, resulting in client referrals and new business opportunities through the network of investment managers.
The successful candidate will have the opportunity to network internally with other senior planners and investment managers to share ideas in developing the business. As a firm, we have a focus on personal growth and development, which coupled with our clear Career Progression framework is designed to support you excel as a financial planner.
This role includes among others:
- Dynamically building and developing existing client relationships through effective ongoing service to help minimise attrition.
- Ensuring client files are carefully maintained with client details regularly updated where needed.
- Planning, implementing and executing the annual Business Plan.
- Working in partnership with Investment Management (IM) to develop client relationships.
- Building new client relationships to add to the inherited client book.
- Structuring and leading client meetings ensuring all information and advice is accurate.
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