Director Financial Planning - Team Head
Director Financial Planning - Team Head
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Job Description
We are seeking an experienced and visionary Director Financial Planner - Team Head in Edinburgh. As the leader of our financial planning team you will play a crucial role in guiding clients toward their financial goals while managing and developing a high-performing team of financial planners.
- Lead and mentor a team of financial planners fostering their professional growth and ensuring the delivery of exceptional client service
- Develop and implement comprehensive financial plans for high-net-worth individuals and families
- Conduct in-depth financial analyses and provide strategic recommendations to clients
- Stay current with market trends tax laws and regulatory changes to inform financial planning strategies
- Collaborate with other departments to create integrated wealth management solutions
- Set and monitor team performance goals ensuring alignment with organizational objectives
- Cultivate and maintain strong relationships with clients and key stakeholders
- Contribute to the development of new financial planning products and services
- Represent the organization at industry events and conferences
Qualifications :
- Certified Financial Planner (CFP) certification required; additional certifications such as CFA or ChFC preferred
- Experience in a team leadership role
- Proven track record of developing and implementing successful financial strategies for high-net-worth clients
- Strong analytical skills with the ability to interpret complex financial data and market trends
- Excellent leadership and team management abilities
- Experience in estate planning and risk management
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 :
Full-time
Employment Type
Full-time
