Director Financial Planning

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. The company is driven by a passion for its people and its commitment to placing the power of good advice into more hands.

Job Purpose

As the Director Financial Planning, you will build and develop trusted client relationships, deliver tailored financial planning and wealth management advice, and align your work with the company’s strategic goals.

Key Responsibilities

• Support and manage client needs and expectations.
• Implement and execute the annual Business Plan.
• Build and maintain strong client and COI relationships.
• Lead client meetings ensuring accurate, up-to-date advice.
• Collaborate with Investment Management and Professional Services teams.
• Maintain comprehensive client records and manage the New Business Pipeline.
• Oversee the induction and mentoring of new Financial Planners.
• Ensure regulatory compliance and risk management standards.
• Participate in and lead projects as required.

Skills, Experience & Qualifications

• Proven experience in client management on a fee basis.
• Strong technical and product knowledge in financial planning.
• Excellent communication and mentoring skills.
• Ability to work under pressure and prioritize tasks effectively.
• Expertise in operating within a risk management framework.

Key Competencies

• Financial Planning
• Client Engagement
• Business Development
• Regulatory Compliance
• Continuous Professional Development
• Supervision and Team Leadership
• Risk Management
• Knowledge Management

Key skills/competency

Financial Planning, Wealth Management, Client Engagement, Business Development, Risk Management, Regulatory, Leadership, Mentoring, Compliance, CPD