Director Financial Planning

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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 our Financial Planning team in Guildford. As an integral part of our financial planning department, you will be required to business develop and grow new business across the region. This is a fantastic opportunity if you are currently a Financial Planner or Associate Director looking for a step up.

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

• Enthusiastically build and develop new client relationships through effective ongoing business development
• Ensure client files are carefully maintained with client details regularly updated where needed
• To plan, implement and execute the annual Business Plan
• Take responsibility for supporting the growth of the business, working with the director/partner group on key commercial pillars.
• To work in partnership with Investment Management (IM) to develop client relationships.
• Structure and lead client meetings ensuring all information and advice is accurate

Qualifications

Skills & Experience

• Proven ability to deal with new and existing clients on a fee basis Required
• Ability to understand and communicate advice practices and processes clearly and effectively. Required
• A strong ethic of client and customer service Required
• Ability to work under pressure and to prioritise work Required
• Excellent communication skills both written and verbal Required

Qualifications

To be successful in this role, you should

• Hold a relevant level 4 qualification or above (ideally Level 6) and maintains an up-to-date Statement of Professional Standing
• Experience with matrimonial, vulnerable or Personal Injury Clients would be advantageous
• Experience of developing new business
• Experience of relationship management with internal and external stakeholders

Additional Information

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

• Competitive salary

• Private medical insurance

• Life assurance

• Pension contribution

• Hybrid working model (role dependent)

• 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.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.