Director Financial Planning Team Leader

5 months ago

Brighton, United Kingdom Evelyn Partners Full time

Company Description

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: and 

Job Description

What will you be doing?

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

Some of your responsibilities will be to

Assign tasks and responsibilities to team members  Monitoring team performance; mentoring and supporting staff Leading a team  Executing the annual Business Plan in line with agreed individual targets Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs Ensuring clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date. Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy

To be successful in this role, you should have:

Previous experience within a Financial Planning / Advisory role  Experience of people management as a Team Leader  Proven ability to deal with new and existing clients on a fee basis  Excellent communication skills, both written and verbal  Ability to analyse client information and highlight requirements to make suitable recommendations. Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Ability to work under pressure and to prioritise work. Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.

Qualifications

Holds a minimum of a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

Additional Information

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

Competitive salary Private medical insurance Life assurance Pension contribution Hybrid working model (role dependant) Generous holiday package Option to purchase additional holiday Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we’re delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment. 

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know

  • Senior Financial Director

    1 week ago

    Brighton, Brighton and Hove, United Kingdom Team Domenica Full time

    As a leading charity in Brighton, Team Domenica is committed to empowering young people with learning disabilities to achieve their full potential.Job SummaryWe are seeking an experienced Senior Financial Director/Head of Finance to join our team. The successful candidate will be responsible for ensuring the efficient and effective management of our...

  • Financial Planning Team Leader

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping clients thrive. Our extensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses.Our award-winning service is built on the...

  • Strategic Financial Planning Director

    1 week ago

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

    Job DescriptionEvelyn 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,...

  • Director of Financial Planning and Strategy

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About This RoleWe're seeking an experienced Director of Financial Planning and Strategy to join our team at Evelyn Partners.Key ResponsibilitiesClient RelationshipsBuild and maintain trusted relationships with current and potential clientsFinancial Planning and Wealth ManagementDeliver high-quality financial planning and wealth management adviceTeam...

  • Strategic Financial Planning Leader

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Evelyn Partners, a leading UK-based integrated wealth management and professional services group, is seeking a seasoned Financial Planning Director to drive business growth and excellence. With over 186 years of experience in helping individuals and businesses thrive, we offer a wide range of financial and professional services.We pride ourselves on our core...

  • Financial Planning Team Lead

    3 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking an exceptional Financial Planning Team Lead to join our team at Evelyn Partners. As a key member of our team, you will be responsible for delivering financial planning and wealth management advice to our clients. This is an exciting opportunity for a dynamic and experienced professional to lead our financial planning team and...

  • Financial Planning Team Leader

    6 months ago

    Brighton, United Kingdom Idex Full time

    Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex? This is an opportunity which will allow you to create a splash, joining a...

  • Financial Planning Team Leader

    6 months ago

    Brighton, United Kingdom Idex Full time

    Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex? This is an opportunity which will allow you to create a splash, joining a...

  • Strategic Financial Director

    1 week ago

    Brighton, Brighton and Hove, United Kingdom Boston Medical Center Full time

    Job SummaryWe are seeking a highly skilled Strategic Financial Director to join our team at Boston Medical Center. This role will be responsible for leading the development and execution of short- and long-term financial management plans to maximize the organization's potential and achieve its objectives. About YouThe ideal candidate will have a strong...

  • Financial Planning Director

    3 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the Role:The ideal candidate for this position will be responsible for delivering high-quality financial planning and wealth management advice to our esteemed clients. This includes building and maintaining trusted relationships, executing business plans, and ensuring all advice is suitable and tailored to individual client needs.Key...

  • Financial Planning Manager

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    At Evelyn Partners, we are seeking a skilled Financial Planning Manager to join our team. This role is critical in delivering financial planning and wealth management advice to our clients. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, executing the annual business plan, and...

  • Director Financial Planning

    4 weeks ago

    Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

  • Director Financial Planning

    5 months ago

    Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

  • Director Financial Planning

    4 weeks ago

    Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

  • Director Financial Planning

    3 weeks ago

    Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job DescriptionWhat will you be doing?To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with...

  • Financial Director Position

    3 days ago

    Brighton, Brighton and Hove, United Kingdom Business & Human Rights Resource Centre Full time

    Job OverviewBrightStore is seeking an experienced finance professional to join our Board of Directors as a Finance Director. This voluntary role offers an exciting opportunity to utilize your financial expertise and knowledge to support our social, vibrant community interest company in achieving its goals.About the RoleThe Finance Director will be...

  • Financial Director for Cultural Sustainability

    1 week ago

    Brighton, Brighton and Hove, United Kingdom Culture In Our City Full time

    About Phoenix Art SpaceWe are seeking a highly skilled Financial Director to support our organisation into an era of long-term sustainability. This includes the development of a new 5 – 10 year business plan and an ambitious regeneration capital project.Job DescriptionThe successful candidate will have strong financial management, budgeting, and reporting...

  • Senior Financial Planning Manager

    1 month ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Lead a Team of Financial PlannersWe are seeking an experienced Financial Planning Leader to manage a team of 5 Financial Planners and provide advice to clients, while driving growth and expansion in Sussex.The ideal candidate will have a natural ability to lead from the front, with a proven track record of managing high-performing teams and delivering...

  • Chartered Accountancy Team Leader

    3 weeks ago

    Brighton, Brighton and Hove, United Kingdom Pro Talent Full time

    Job Overview:ProTalent is working with a dynamic Chartered Accountancy practice seeking an experienced Team Leader for their Accounting team.The ideal candidate will have a strong technical background, excellent communication skills, and a proven track record of identifying and developing new talent.Preparation of statutory accounts, management accounts, and...

  • Strategic Financial Planning Manager

    1 week ago

    Brighton, Brighton and Hove, United Kingdom evelyn Partners Full time

    At Evelyn Partners, we are seeking an exceptional Strategic Financial Planning Manager to join our team. As a key member of our leadership group, you will play a vital role in driving business growth and delivering high-quality financial planning advice to our clients.The estimated salary for this position is $80,000 - $120,000 per annum, depending on...