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- Tasks: Lead a team of financial planners and guide clients to achieve their financial goals.
- Company: Evelyn Partners is a top UK wealth management firm focused on personalised financial advice.
- Benefits: Enjoy competitive salary, hybrid working, private medical insurance, and generous holiday packages.
- Why this job: Join a passionate team dedicated to making a positive impact in clients' lives.
- Qualifications: Must have CFP certification; leadership experience and strong analytical skills are essential.
- Other info: We value diversity and support your growth with fully funded training opportunities.
The predicted salary is between 43200 - 72000 £ per year.
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
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
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.
Director Financial Planning - Team Head employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Financial Planning - Team Head
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who have experience in leading teams. Attend industry events and conferences where you can meet potential colleagues or mentors who can provide insights into the role and the company culture at Evelyn Partners.
✨Tip Number 2
Stay updated on the latest market trends, tax laws, and regulatory changes that impact financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to providing exceptional service to high-net-worth clients.
✨Tip Number 3
Prepare to discuss your leadership style and how you've successfully developed and managed teams in the past. Be ready to share specific examples of how you've fostered professional growth among team members and delivered exceptional client service.
✨Tip Number 4
Research Evelyn Partners thoroughly, including their values and mission. Understanding their approach to wealth management and client relationships will allow you to tailor your discussions and show how your vision aligns with theirs during the interview process.
We think you need these skills to ace Director Financial Planning - Team Head
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in financial planning and team leadership. Use specific examples that demonstrate your ability to develop successful financial strategies for high-net-worth clients.
Craft a Compelling Cover Letter: In your cover letter, express your passion for financial planning and your vision for leading a team. Mention how your values align with Evelyn Partners' commitment to client service and professional growth.
Highlight Relevant Qualifications: Clearly list your certifications, such as CFP, CFA, or ChFC, and any other relevant qualifications. Emphasise your continuous professional development and how it contributes to your expertise in the field.
Showcase Leadership Experience: Provide examples of your leadership style and how you have successfully mentored teams in the past. Discuss your approach to fostering professional growth and delivering exceptional client service.
How to prepare for a job interview at Evelyn Partners
✨Showcase Your Leadership Skills
As a Director Financial Planner, you'll be leading a team. Be prepared to discuss your leadership style and provide examples of how you've successfully managed and developed teams in the past.
✨Demonstrate Financial Acumen
Make sure you can articulate your experience with financial planning strategies, especially for high-net-worth clients. Be ready to discuss specific cases where your recommendations led to significant client outcomes.
✨Stay Updated on Market Trends
Evelyn Partners values current knowledge of market trends and regulatory changes. Brush up on recent developments in financial planning and be prepared to discuss how these could impact your strategies.
✨Emphasise Client Relationship Management
Strong relationships with clients are crucial. Prepare to share how you've built and maintained client relationships in the past, and how you plan to do so in this role.
