Director Financial Planning

S&W; London; Hybrid; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is looking for a Director of Financial Planning to join their high-performing team in London. This role offers the chance to manage a portfolio of quality clients while driving business growth and enhancing client relationships. You will collaborate closely with partners and practitioners, ensuring exceptional service delivery. With a commitment to professional development and a supportive work environment, this opportunity is perfect for someone passionate about financial planning and client success.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Fully Funded Training

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Hold a relevant level 4 qualification or above (ideally Level 6).
• Experience in developing business and identifying opportunities.

Responsibilities

• Build and develop client relationships to minimize attrition.
• Plan, implement, and execute the annual Business Plan.

Skills

Relationship Management

Business Development

Client Service

Financial Planning

Education

Level 4 Qualification

Level 6 Qualification

Job description

Company Description

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 straight-forward 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
• To 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.
• To work in partnership with Investment Management (IM) to develop client relationships.
• To 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 maintains an up-to-date Statement of Professional Standing
• Experience of developing existing business and identifying new business opportunities
• Experience of relationship management with internal and external stakeholders.
• 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

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• Generous holiday package

• 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.