Director Financial Planning (m|f|x)

E Fundresearch; London; On-site; GBP 60,000 - 100,000; Full time

Job summary

Join an established firm as a Director of Financial Planning, where you will inherit a portfolio of high-quality clients and have the chance to expand your network within a supportive environment. This role offers a unique opportunity to provide exceptional financial services while collaborating with senior planners and investment managers. With a strong emphasis on personal development and a clear career progression framework, you will be empowered to excel in your role. If you are passionate about delivering first-class service and building lasting client relationships, this is the perfect opportunity for you.

Benefits

Private medical insurance

Life assurance

Pension contribution

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

Qualifications

• Relevant Level 4 qualification or above in Financial Planning.
• Experience in business development and relationship management.

Responsibilities

• Build and develop client relationships through effective service.
• Plan and execute the annual Business Plan with Investment Management.

Skills

Client Relationship Management

Business Development

Financial Planning

Stakeholder Engagement

Education

Level 4 Qualification in Financial Planning

Aspiring for Level 7 Qualification

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.

Position Overview

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 to excel as a financial planner.

Key Responsibilities

1. Dynamically build and develop existing client relationships through effective ongoing service to help minimise attrition.
2. Ensure client files are carefully maintained with client details regularly updated where needed.
3. Plan, implement, and execute the annual Business Plan.
4. Work in partnership with Investment Management (IM) to develop client relationships.
5. Build new client relationships to add to the inherited client book.
6. Structure and lead client meetings ensuring all information and advice is accurate.

Minimum Requirements

1. Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintain an up-to-date Statement of Professional Standing.
2. Experience of developing existing business.
3. Experience of relationship management with internal and external stakeholders.
4. Real passion for providing a first-class service to clients.

Benefits

• Private medical insurance
• Life assurance
• Pension contribution
• 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.