Director Financial Planning Team Leader

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

Job summary

A leading financial advisory firm in Brighton is seeking a Director of Financial Planning Team Leader who will build trusted client relationships, lead a team, and deliver personalized financial advice. Successful candidates will have experience in financial planning, team management, and a relevant qualification.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Previous experience in a Financial Planning/Advisory role.
• Experience of people management as a Team Leader.
• Technical knowledge of holistic financial planning strategies.

Responsibilities

• Deliver tailored financial advice to clients.
• Lead and mentor team members.
• Build and maintain client relationships.

Skills

Client relationship management

Financial planning

Mentoring

Communication

Analytical skills

Education

Relevant level 4 qualification

Job description

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Director Financial Planning Team Leader, Brighton

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Client:

Location:

Brighton, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

553945c035ca

Job Views:

3

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Company Description

Evelyn Partners is the UK’s leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of:Personal,offering advice based on a true understanding of what matters to our clients;Partnership, working with our clients in a joined-up, collaborative way; andPerformance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: and

Job Description

What will you be doing?

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 clientsmust be suitable, tailored and personalised to the client and in line with advice and control policies.

Some of your responsibilities will be to

• Assign tasks and responsibilities to team members
• Monitoring team performance; mentoring and supporting staff
• Leading a team
• Executing the annual Business Plan in line with agreed individual targets
• Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition
• 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
• Ensuring 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
• 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 be successful in this role, youshould have:

• Previous experience within a Financial Planning / Advisoryrole
• Experience of people management as a Team Leader
• Proven ability to deal with new and existing clients on a fee basis
• Excellent communication skills, both written and verbal
• Ability to analyse client information and highlight requirements to make suitable recommendations.
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
• Ability to work under pressure and to prioritise work.
• Experience of operating within a risk management framework together with a thoroughunderstanding of the risks and threats pertaining to a private client business.

Qualifications

• Holds a minimum of a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of ProfessionalStanding

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• 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