Director Financial Planning

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Purpose

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. Be strategically aligned to the Company's goals and objectives and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market.

Key Responsibilities

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

Actively participate in projects when required

Skills, Experience & Qualifications

Proven ability to deal with new and existing clients on a fee basis Required

Ability to understand and communicate advice practices and processes clearly and effectively. Required

Ability to analyse client information and highlight requirements to make suitable recommendations Required

Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required

A strong ethic of client and customer service Required

Ability to work under pressure and to prioritise work Required

Excellent communication skills both written and verbal Required

Ability to mentor, train and develop adviser colleagues Required

Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Required

Professional Qualifications and Education

Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

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