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For Companies At a Glance
- Tasks: Lead business development and client relationships in financial planning.
- Company: Join Evelyn Partners, a trusted name in UK wealth management for over 180 years.
- Benefits: Enjoy competitive salary, hybrid working, private medical insurance, and generous holiday package.
- Why this job: This role offers growth opportunities and a chance to make a real impact in clients' lives.
- Qualifications: Level 4 qualification or above required; experience with diverse clients is a plus.
- Other info: Evelyn Partners values diversity and provides a supportive, inclusive work environment.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.
Company Description
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
Job Purpose
We are seeking a talented and motivated Director Financial Planning professional to join our Financial Planning team in Exeter . 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
Key Responsibilities
- 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
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
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, 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
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Financial Planning
✨Tip Number 1
Network with professionals in the financial planning sector, especially those who have experience with wealth management. Attend industry events or webinars to connect with potential colleagues and learn more about the company culture at Evelyn Partners.
✨Tip Number 2
Familiarise yourself with the latest trends in financial planning and wealth management. Being knowledgeable about current market conditions and client needs will help you stand out during interviews and discussions.
✨Tip Number 3
Prepare to discuss your business development strategies in detail. Think of specific examples where you've successfully built client relationships or grown a business, as this is a key responsibility for the Director Financial Planning role.
✨Tip Number 4
Showcase your understanding of collaboration within teams. Since the role involves working closely with Investment Management and other departments, be ready to explain how you’ve effectively partnered with others to achieve common goals in your previous roles.
We think you need these skills to ace Director Financial Planning
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Director Financial Planning position. Tailor your application to highlight how your skills and experiences align with these expectations.
Craft a Compelling CV: Your CV should clearly showcase your relevant qualifications, experience in financial planning, and any business development successes. Use quantifiable achievements to demonstrate your impact in previous roles.
Write a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Highlight your ability to build client relationships and your commitment to exceptional service, as these are key aspects of the job.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial sector.
How to prepare for a job interview at Evelyn Partners
✨Showcase Your Business Development Skills
As a Director of Financial Planning, your ability to build and develop client relationships is crucial. Prepare examples of how you've successfully grown business in the past, focusing on your strategies for client acquisition and retention.
✨Demonstrate Strong Communication Abilities
Effective communication is key in this role. Be ready to discuss how you convey complex financial advice clearly and effectively to clients. Consider practising your responses to common questions to ensure clarity and confidence during the interview.
✨Highlight Your Team Collaboration Experience
Evelyn Partners values teamwork, especially in partnership with Investment Management. Share specific instances where you've collaborated with other departments or stakeholders to achieve a common goal, showcasing your ability to work well within a team.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ethical judgement, particularly in dealing with vulnerable clients. Think through potential challenges you might face in the role and how you would address them, demonstrating your expertise and client-centric approach.
