Director of Financial Planning at Evelyn Partners

Company Overview

Evelyn Partners is the UK’s premier integrated wealth management and professional services group, boasting over 186 years of experience empowering individuals and businesses to succeed. We provide various financial and professional services tailored to individuals, family trusts, professional intermediaries, charities, and businesses.

Our dedication to employing the best talent drives our commitment to delivering exceptional client service. We aim to empower more individuals with access to quality financial advice, believing everyone deserves support throughout their financial journey.

Our remarkable growth and innovation are anchored in our core values: Personal, ensuring our advice is based on a deep understanding of our client’s needs; Partnership, fostering collaboration with our clients; and Performance, showcasing our extensive expertise to achieve outstanding results.

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Job Responsibilities

In this role, you will build and nurture trusted relationships with current and prospective clients. You will be responsible for providing tailored financial planning and wealth management advice within the framework of an established business plan. All advice must be customized to suit each client’s needs and align with our advice and control policies.

Key Responsibilities:

• Delegate tasks and responsibilities to team members effectively.
• Monitor team performance while mentoring and supporting staff.
• Lead the team in executing the annual business plan aligned with individual targets.
• Develop new client relationships and strengthen existing ones through excellent ongoing service to minimize attrition.
• She has conducted and led client meetings professionally, ensuring all information and advice was accurate and up-to-date.
• Ensure clients receive appropriate advice to meet their financial goals, considering factors such as retirement planning, inheritance, and tax efficiency.
• Conduct annual client reviews by evolving risk attitudes and strategic requirements.
• Collaborate with Investment Management and Professional Services colleagues to enhance client relationships.
• Maintain and update the New Business Pipeline, ensuring all data is current.
• Ensure comprehensive client records are always accurate and aligned with Group policy.

Qualifications and Skills:

To excel in this position, you should possess:

• Previous experience in a Financial Planning or Advisory role.
• Experience managing a team as a Team Leader or Manager.
• Proven ability to oversee staff workload, providing mentoring and support.
• Strong performance management capabilities.
• Excellent communication skills, both verbal and written.
• Proficient relationship management skills.

You should hold a minimum Level 4 qualification in Financial Planning (with aspirations for Level 7) and maintain an up-to-date Statement of Professional Standing.

Additional Information

As a member of Evelyn Partners, you will enjoy benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• A hybrid working model (role-dependent)
• Generous holiday entitlement
• Option to purchase additional holiday
• Shared parental leave

We celebrate the diversity of a varied workforce and ensure representation that reflects society and our clients. At Evelyn Partners, we are committed to fostering a safe, supportive, and inclusive environment where all colleagues feel respected and empowered to reach their full potential.

We are happy to provide reasonable adjustments to accommodate your needs during the application process. Please inform your Recruiter of any specific requirements.

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