Financial Planning Coaching Director

ACCA Careers; City Of London; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading UK wealth management firm is seeking a Financial Planning Coaching Director in London. You will lead the strategic development of coaching programs to enhance the performance of Financial Planners. The ideal candidate has a proven track record in financial planning, with strong coaching and client engagement skills. This role offers a competitive salary and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven track record in financial planning or related areas.
• Experience in client-facing roles and coaching.
• Understanding of financial advice processes and client engagement.

Responsibilities

• Develop coaching programs for Financial Planners.
• Conduct individual and group coaching sessions.
• Analyze performance data to identify improvement opportunities.

Skills

Financial planning expertise

Sales leadership experience

Interpersonal skills

Communication skills

Ability to influence

Coaching program design

Education

Level 4 Diploma in Financial Planning

Chartered Financial Planner status

Degree-level education

Job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing? We’re seeking a talented individual to join us in a newly created role which will report into the Head of Financial Planning Advice. Based out of our London office, you will lead the strategic development and delivery of coaching programmes that elevate the performance of Financial Planners in relation to revenue growth across the organisation. This role will drive behavioural change, embed best practices, and ensure consistent, high‑quality client engagement aligned with regulatory standards and commercial goals.

As Financial Planning Coaching Director, your responsibilities will include among others:

• Design and implement a scalable coaching framework for Financial Planners focused on revenue growth enablement, client engagement excellence resulting in good client outcomes.
• Deliver one‑to‑one and group coaching sessions as appropriate.
• Collaborate with the appropriate teams (e.g. Compliance, Marketing and T&C) to align coaching with business strategy and regulatory requirements.
• Analyse performance data to identify trends, gaps, and opportunities for improvement.
• Develop and maintain tools, resources, and content to support ongoing revenue growth capability development.
• Act as a trusted advisor to senior leaders, providing insights and recommendations to improve revenue growth.
• Contribute to the development of a high‑performance, client‑centric culture.

Qualifications

Skills & Experience

• Have a proven track record in financial planning, wealth management, or financial services sales.
• Demonstrated background in client‑facing roles, with the addition of recent coaching or sales leadership.
• Deep understanding of the financial advice process, regulatory landscape, and client engagement strategies.
• Strong business acumen and ability to influence at all levels.
• Exceptional interpersonal, facilitation, and communication skills.
• Experience in designing and delivering coaching programmes at scale.
• Comfortable working in a dynamic, fast‑paced environment with multiple stakeholders.

Professional Qualifications and Education

• Level 4 Diploma in Financial Planning (or equivalent) with progression towards Chartered Financial Planner status desired (or Chartered FP preferred).
• Coaching qualification (e.g., ILM, ICF) preferred.
• Degree‑level education desirable.

Additional Information

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependant)
• 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.