Director Financial Planning
Director Financial Planning
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
Were seeking a talented Director Financial Planning to join our Financial Planning team in London.
This is an exciting opportunity for a Director Financial Planning to inherit an existing client book of circa 30 high quality clients from senior practitioners. This will provide you a good foundation to grow the business through the delivery of excellent client service resulting in client referrals and new business opportunities through the network of investment managers.
You will have the opportunity to network internally with other senior planners and investment managers to share ideas in developing the business. As a firm we have a focus on personal growth and development which coupled with our clear Career Progression framework is designed to support you excel as a financial planner.
As a Director Financial Planning your responsibilities will include among others
- Dynamically building and develop on existing client relationships through effective ongoing service to help minimise attrition.
- Ensure client files are carefully maintained with client details regularly updated where needed
- To plan implement and execute the annual Business Plan
- To work in partnership with Investment Management (IM) to develop client relationships.
- To build new client relationships to add to the inherited client book
- Structure and lead client meetings ensuring all information and advice is accurate
Qualifications :
To be successful in this role you should
- Hold a relevant level 4 qualification or above (aspiring for Level 7) and maintains an uptodate Statement of Professional Standing
- Experience of developing existing business
- Experience of relationship management with internal and external stakeholders.
- Real passion for providing a firstclass service to clients.
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 youll 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. Were 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 dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
