Strategic Wealth Planning Leader

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.

Job Purpose

To build and develop trusted relationships with current and potential clients. To be responsible for delivering Financial Planning and Wealth Management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Be strategically aligned to the Company's goals and objectives, and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market. To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.

Key Responsibilities

• To look after and support client needs.
• To plan, implement and execute the annual Business plan in line with agreed individual targets.
• To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients.
• Provide visible leadership across the team, role-modelling the organisation’s values, professional standards, and client-first approach.
• Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs.
• To ensure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients.
• Drive a high-performance culture through regular performance reviews, constructive feedback, and clear objective setting.
• To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements.
• To work in partnership with Investment Management (IM) colleagues to develop client relationships.
• To build and maintain COIs to initiate and nurture close relationships with professional advisers.
• Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date.
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy.
• To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution.
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group).
• Contribute to the business development design and implementation initiatives across the location, working with Managing Partners, Regional Managing Partners and key stakeholders to deliver positive outcomes.
• To motivate, coach and develop team members to enable them to achieve their responsibilities and accountabilities as documented in their job profiles and Business Plans, taking into account business specialisms and development areas.
• Undertakes supervision of direct reports, ensuring T&C regulations and Evelyn Partners suitability processes are adhered to and all documentation requirements completed and submitted.

Skills, Experience & Qualifications

• Strong business acumen with proven experience developing and executing strategic business plans aligned to growth and profitability targets.
• Demonstrated track record of leading business development activity and delivering sustained revenue growth at an individual and team level.
• Proven ability to lead, coach and develop high-performing teams, fostering a culture of accountability, continuous improvement and client excellence.
• Excellent commercial judgement with the ability to manage and grow client portfolios on a fee basis while identifying new opportunities.
• Ability to analyse complex client and business data, translating insight into clear, strategic recommendations and actions.
• Strong communication and influencing skills, with the ability to engage senior stakeholders, represent the business externally and embed best practice across teams.
• Extensive experience operating within a risk and governance framework, with the ability to lead compliance, manage risk proactively and ensure regulatory adherence.

Professional Qualifications and Education

Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing.

Additional Information

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.