Director Financial Planning

Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description Job Purpose

We are seeking a talented and motivated

Director Financial Planning

professional to join our Financial Planning team in

Exeter . 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

Key Responsibilities

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

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

Work in partnership with Investment Management (IM) to develop client relationships

Structure and lead client meetings ensuring all information and advice is accurate

Skills, Experience

Proven ability to deal with new and existing clients on a fee basis

Ability to understand and communicate advice practices and processes clearly and effectively

A strong ethic of client and customer service

Ability to work under pressure and to prioritise work

Excellent communication skills both written and verbal

Qualifications

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.

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