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For Companies At a Glance
- Tasks: Lead client relationships and deliver exceptional financial planning services.
- Company: Evelyn Partners has been a trusted name in UK wealth management for over 180 years.
- Benefits: Enjoy perks like additional holiday, shared parental leave, and fully funded training.
- Why this job: Join a passionate team focused on personal growth and making financial guidance accessible to all.
- Qualifications: Must hold a relevant level 4 qualification and have experience in relationship management.
- Other info: We value diversity and provide an inclusive environment for all employees.
The predicted salary is between 43200 - 72000 £ per year.
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
We’re 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 focus on personal growth and development, which, coupled with our clear Career Progression framework, is designed to support you to excel as a financial planner.
As a Director Financial Planning, your responsibilities will include among others:
- Dynamically building and developing existing client relationships through effective ongoing service to help minimize attrition.
- Ensuring client files are carefully maintained with client details regularly updated where needed.
- Planning, implementing, and executing the annual Business Plan.
- Working in partnership with Investment Management (IM) to develop client relationships.
- Building new client relationships to add to the inherited client book.
- Structuring and leading 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 maintain an up-to-date Statement of Professional Standing.
- Have experience in developing existing business.
- Have experience in relationship management with internal and external stakeholders.
- Have a real passion for providing a first-class service to clients.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- 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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Director Financial Planning employer: Evelyn Partners Fund Solutions Limited
Contact Detail:
Evelyn Partners Fund Solutions Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Financial Planning
✨Tip Number 1
Network with current and former employees of Evelyn Partners on platforms like LinkedIn. This can give you insights into the company culture and expectations, which can be invaluable during your discussions.
✨Tip Number 2
Familiarize yourself with the latest trends in financial planning and wealth management. Being able to discuss these topics intelligently during interviews will demonstrate your passion and expertise in the field.
✨Tip Number 3
Prepare to showcase your experience in relationship management. Think of specific examples where you've successfully built or maintained client relationships, as this is crucial for the role.
✨Tip Number 4
Highlight your commitment to professional development. Mention any relevant qualifications or training you are pursuing, as well as how you plan to continue growing in your career at Evelyn Partners.
We think you need these skills to ace Director Financial Planning
Some tips for your application 🫡
Understand the Company: Take some time to research Evelyn Partners. Familiarize yourself with their values, mission, and the services they offer. This will help you tailor your application to align with their goals.
Highlight Relevant Experience: In your CV and cover letter, emphasize your experience in financial planning and relationship management. Provide specific examples of how you've successfully developed client relationships and contributed to business growth.
Showcase Your Qualifications: Make sure to clearly state your qualifications, especially your Level 4 or above certification. Mention any ongoing professional development efforts, as this aligns with the company's focus on personal growth.
Personalize Your Application: Craft a personalized cover letter that reflects your passion for providing exceptional client service. Mention how your values align with those of Evelyn Partners and express your enthusiasm for the opportunity to contribute to their team.
How to prepare for a job interview at Evelyn Partners Fund Solutions Limited
✨Showcase Your Client Relationship Skills
As a Director of Financial Planning, your ability to build and maintain client relationships is crucial. Prepare examples from your past experiences where you successfully managed client relationships and how you contributed to their financial success.
✨Demonstrate Your Business Development Acumen
Highlight your experience in developing existing business and acquiring new clients. Be ready to discuss specific strategies you've used in the past to grow a client base and how you plan to apply those strategies at Evelyn Partners.
✨Understand the Company’s Values
Familiarize yourself with Evelyn Partners' commitment to diversity, equity, and inclusion. Be prepared to discuss how these values resonate with you and how you can contribute to fostering an inclusive environment within the team.
✨Prepare for Technical Questions
Since this role requires a relevant level 4 qualification or above, be ready to answer technical questions related to financial planning. Brush up on current financial regulations and best practices to demonstrate your expertise.
