Director Financial Planning

Evelyn Partners; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a dynamic Director of Financial Planning to join its London team. This role offers the chance to inherit a portfolio of high-quality clients, providing a solid foundation for business growth through exceptional service and relationship management. The firm emphasizes personal growth and offers a clear career progression framework to help you excel. With a focus on collaboration and innovation, this position allows you to network with senior planners and investment managers, enhancing your professional journey. If you are passionate about delivering first-class financial planning and building lasting client relationships, this opportunity is perfect for you.

Benefits

Option to purchase additional holiday

Shared parental leave

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Eye care support

Qualifications

• Hold a Level 4 qualification or above and maintain a Statement of Professional Standing.
• Experience in business development and relationship management is essential.

Responsibilities

• Build and develop existing client relationships through effective service.
• Plan and execute the annual Business Plan while leading client meetings.

Skills

Client Relationship Management

Business Development

Financial Planning

Stakeholder Engagement

Education

Level 4 Qualification

Level 7 Qualification (aspiring)

Job 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 Director Financial Planning to join our Financial Planning team in London.

This is an exciting opportunity for a Director Financial Planning to inherit an existing client book of circa 30 high quality clients from senior practitioners. This will provide you a good foundation to grow the business through the delivery of excellent client service, resulting in client referrals and new business opportunities through the network of investment managers.

You will have the opportunity to network internally with other senior planners and investment managers to share ideas in developing the business. As a firm we have a focus on personal growth and development, which coupled with our clear Career Progression framework is designed to support you excel as a financial planner.

As a Director Financial Planning your responsibilities will include among others:

• Dynamically building and developing existing client relationships through effective ongoing service to help minimise attrition.
• Ensuring client files are carefully maintained with client details regularly updated where needed.
• Planning, implementing and executing the annual Business Plan.
• Working in partnership with Investment Management (IM) to develop client relationships.
• Building new client relationships to add to the inherited client book.
• Structuring and leading 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 (aspiring for Level 7) and maintain an up-to-date Statement of Professional Standing.
• Have experience of developing existing business.
• Have experience of relationship management with internal and external stakeholders.
• Possess a 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:

• 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.