Director Financial Planning

6 days ago

London, Greater London, United Kingdom Evelyn Partners Limited Full time

For over 180 years, Evelyn Partners has been 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.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

We're seeking a talented individual to join our Financial Planning team in London.

This is an exciting opportunity for a Director Financial Planning to join a very high performing team with significant commercial success. You will also have the opportunity to inherit an existing client book of circa 15-20 quality clients from straightforward planning to potentially more complex work. There will be no line management duties right away, but there will be the opportunity to progress to take on some line management responsibility in the future. The Director Financial Planning is a key role, you will be the bridge between partners and practitioners.

As a Director Financial Planning your responsibilities will include among others:

  • Enthusiastically build and develop on existing client relationships through effective ongoing service to help minimise attrition.
  • Ensure client files are carefully maintained with client details regularly updated where needed.
  • Plan, implement and execute the annual Business Plan.
  • Take responsibility for supporting the growth of the business, working with the director/partner group on key commercial pillars.
  • Work in partnership with Investment Management (IM) to develop client relationships.
  • Build new client relationships to add to the inherited client book.
  • Structure and lead client meetings ensuring all information and advice is accurate.
Qualifications

To be successful in this role, you should:

  • Hold a relevant level 4 qualification or above (ideally Level 6) and maintain an up-to-date Statement of Professional Standing.
  • Have experience of developing existing business and identifying new business opportunities.
  • Have experience of relationship management with internal and external stakeholders.
  • Have a real passion for providing a first-class service to clients.
Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

  • Option to purchase additional holiday.
  • Shared parental leave.
  • Fully funded training towards professional qualifications.
  • Cycle to work scheme.
  • Season ticket loan.
  • Eye care support.

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.

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