Current jobs related to Director Financial Planning - Cambridge - Evelyn Partners
-
Financial Planning Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Raspberry Pi Foundation Full timeJob Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to lead our Business Planning team at the Raspberry Pi Foundation. As a key member of our leadership team, you will be responsible for developing and implementing our annual business plan, budget, and financial strategy.Key Responsibilities:Develop and implement...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Raspberry Pi Foundation Full timeJob Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to lead our Business Planning team at the Raspberry Pi Foundation. As a key member of our leadership team, you will be responsible for developing and implementing our annual business plan, budget, and financial strategy.Key Responsibilities:Develop and implement...
-
Financial Planning Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeFinancial Planning Director OpportunityEvelyn Partners, a leading integrated wealth management and professional services group, is seeking an exceptional Financial Planning Director to join our team in the East Anglia region.Key Responsibilities:Deliver financial planning and wealth management advice to clients across the East Anglia region, building and...
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeFinancial Planning Director OpportunityEvelyn Partners, a leading integrated wealth management and professional services group, is seeking an exceptional Financial Planning Director to join our team in the East Anglia region.Key Responsibilities:Deliver financial planning and wealth management advice to clients across the East Anglia region, building and...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is seeking an experienced Financial Planning Director to join our team in the East Anglia region. As a key member of our wealth management team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key Responsibilities:Develop and implement...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Raspberry Pi Foundation Full timeJob Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to lead our newly established Business Planning team at the Raspberry Pi Foundation. As a key member of our leadership team, you will be responsible for developing and implementing our annual business plan, budget, and forecasting processes.Key...
-
Financial Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Raspberry Pi Foundation Full timeJob Title: Financial Planning DirectorWe are seeking a highly skilled Financial Planning Director to lead our newly established Business Planning team at the Raspberry Pi Foundation. As a key member of our leadership team, you will be responsible for developing and implementing our annual business plan, budget, and forecasting processes.Key...
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJoin Our Team as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team is driven by a strong sense of personal and performance values, which guide our approach to delivering exceptional results for our clients.Key...
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJoin Our Team as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team is driven by a strong sense of personal and performance values, which guide our approach to delivering exceptional results for our clients.Key...
-
Financial Planning Director
7 days ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our East Anglia region, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDeliver financial planning and wealth management advice to clients in the East...
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.Job Description:Key Responsibilities:Deliver financial planning and wealth management advice across the East Anglia region, building and...
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeJob Title: Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.Job Description:Key Responsibilities:Deliver financial planning and wealth management advice across the East Anglia region, building and...
-
Financial Planning Director
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeAbout UsEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide an award-winning service to our clients...
Director Financial Planning
3 months ago
What will you be doing?
We will also consider candidates to based from our Chelmsford office
The successful person will be responsible for delivering financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients,
- To look after and support client needs
- To plan, implement and execute the annual Business Plan in line with agreed individual expectations
- To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
- 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
- To ensure 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
- To build and maintain COIs to initiate and nurture close relationships with professional advisers
- 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 strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
- Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
- Assist in the induction, mentoring and development of new Financial Planners
Qualifications
What we're looking for
- Holds Chartership within Financial Planning
- Experience of working as a Financial Planner
- Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
- Proven ability to deal with new and existing clients on a fee basis.
- Ability to analyse client information and highlight requirements to make suitable recommendations.
- Strong Relationship management skills
- Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.
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
- 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.
