Join Evelyn Partners as a Director of Financial Planning. Lead strategic initiatives, provide expert guidance, and drive exceptional financial outcomes. Collaborate with clients to enhance their financial well-being in a dynamic, supportive environment dedicated to your success.

Director Financial Planning at Evelyn Partners

Company Overview

Evelyn Partners stands as the UK’s premier integrated wealth management and professional services group, boasting over 186 years of experience in empowering individuals and businesses to flourish. We offer a comprehensive array of financial and professional services to a diverse clientele, including individuals, family trusts, professional intermediaries, charities, and businesses.

Our award-winning service is built on the expertise of our talented team. We invite you to join us in our mission to make quality financial advice accessible to everyone, no matter where they are in their financial journey.

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Our remarkable growth and innovation are guided by our core values:

• Personal: Providing advice that is genuinely tailored to our clients’ needs.
• Partnership: Collaborating closely with clients to achieve shared goals.
• Performance: Delivering a wide range of expert advice to achieve exceptional results.

Job Description

What You Will Be Doing

In this role, you will be responsible for delivering financial planning and wealth management advice while building and nurturing trusted relationships with both existing and prospective clients. Your key responsibilities will include:

• Planning, implementing, and executing the annual Business Plan according to agreed-upon individual expectations.
• Collaborating with colleagues from Investment Management (IM) and Professional Services (PS) to strengthen client relationships.
• Establishing new client connections and enhancing existing relationships through effective ongoing service.
• Structuring and leading client meetings, ensuring that all information and advice provided is current, technically accurate, and tailored to client needs.
• Continuously enhancing your knowledge and skills to optimize your capabilities while adhering to regulatory and internal standards.

Qualifications

What We’re Looking For

• Chartered Financial Planner designation.
• Demonstrated ability to build, maintain, and grow a high-quality client base through referrals, backed by exceptional service delivery.
• Proven experience in collaborating with Investment Managers (IM) and Professional Services (PS) teams.
• Strong relationship management skills.

Additional Information

As a member of the Evelyn Partners team, you will enjoy several benefits, including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contributions
• Generous holiday allowance
• Options to purchase additional holiday
• Shared parental leave

At Evelyn Partners, we celebrate the diversity that our workforce brings, reflecting the society and clients we serve. We have various active employee resource groups and are committed to numerous diversity, equity, and inclusion initiatives across the organization. We strive to create a workplace where all colleagues feel respected, can reach their full potential, and work in a safe, supportive, and inclusive environment.

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