Director Financial Planning

What will you be doing 

Were seeking a talented individual to join our Financial Planning team in Guildford.  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:-

• 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
• To 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.
• To work in partnership with Investment Management (IM) to develop client relationships.
• Structure and lead client meetings ensuring all information and advice is accurate

Qualifications :

Skills & Experience 

• Proven ability to deal with new and existing clients on a fee basis Required
• Ability to understand and communicate advice practices and processes clearly and effectively. Required
• A strong ethic of client and customer service Required
• Ability to work under pressure and to prioritise work Required
• Excellent communication skills both written and verbal Required

Qualifications 

To be successful in this role you should

• 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 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