Financial Planning Coaching Director

Evelyn Partners; Greater London; Hybrid; GBP 150,000 - 200,000; Full time

Job summary

A leading financial services firm in London seeks an experienced professional to lead coaching programmes for Financial Planners. The role involves designing effective frameworks and delivering coaching to ensure high-quality client engagement. Candidates should have a minimum of 10 years in client-facing roles with significant coaching or sales leadership experience. The firm offers competitive salary and benefits, including hybrid work options.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

• Minimum 10 years experience in client-facing roles.
• At least 5 years in coaching or sales leadership.
• Deep understanding of financial advice and regulatory landscape.

Responsibilities

• Design and implement a scalable coaching framework.
• Deliver one-to-one and group coaching sessions.
• Collaborate with teams to align coaching with business strategy.

Skills

Financial planning experience

Coaching or sales leadership experience

Client engagement strategies

Strong business acumen

Exceptional interpersonal skills

Education

Level 4 Diploma in Financial Planning

Coaching qualification (e.g. ILM, ICF)

Degree-level education

Job description

What will you be doing

We are 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.

Responsibilities

• 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

• Have a proven track record in financial planning wealth management or financial services sales
• Minimum 10 years experience in client‑facing roles with at least 5 years in 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 were 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.

Remote Work: No

Employment Type: Full‑time

Department / Functional Area : Financial Planning