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- Tasks: Lead business development and build client relationships in financial planning.
- Company: Evelyn Partners, a leading UK wealth management firm with a supportive culture.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Join a passionate team and make a real impact in clients' financial futures.
- Qualifications: Level 4 qualification or above, strong client service ethic, and excellent communication skills.
- Other info: Inclusive environment with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
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 Description
What will you be doing? We’re seeking a talented individual to join our Financial Planning team in Southampton. As an integral part of our financial planning department, you will be required to business develop and grow new business across the South region. This is a fantastic opportunity to join a small (4 person team) in the South, the region is very broad and covers Hampshire, some of Dorset & Sussex - we can be flexible around where you are located as long as you can come to the Southampton office once or twice a week. We would also be interested in speaking to you if you are looking at FP level with the ambition to become Director in the future.
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
- Ability to understand and communicate advice practices and processes clearly and effectively.
- A strong ethic of client and customer service
- Ability to work under pressure and to prioritise work
- Excellent communication skills both written and verbal
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 of managing a team would be advantageous but not essential
- Experience of developing new business / have a client network in the South region
- 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.
Director Financial Planning (Hiring Immediately) in Southampton employer: evelynpartners
Contact Detail:
evelynpartners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Financial Planning (Hiring Immediately) in Southampton
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant online groups, and don’t be shy about reaching out to potential contacts on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for those interviews! Research Evelyn Partners thoroughly and understand their values and goals. Think about how your experience aligns with their mission of providing excellent client service. Practise common interview questions and be ready to showcase your business development skills.
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in making you memorable. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role. It’s a simple yet effective way to stand out.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Evelyn Partners. So, get that application in and let’s make it happen!
We think you need these skills to ace Director Financial Planning (Hiring Immediately) in Southampton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Director Financial Planning role. Highlight your experience in business development and client relationship management, as these are key for us at Evelyn Partners.
Craft a Compelling Cover Letter: Your cover letter should tell us why you’re the perfect fit for our team. Share specific examples of how you've successfully built client relationships and contributed to business growth in the past.
Showcase Your Qualifications: Don’t forget to mention your relevant qualifications! If you hold a Level 4 or above, make it prominent. We want to see that you’re committed to professional development and staying up-to-date in the field.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and get you into our system quickly!
How to prepare for a job interview at evelynpartners
✨Know Your Numbers
As a Director of Financial Planning, you’ll need to demonstrate your financial acumen. Brush up on key financial metrics and be ready to discuss how you've used data to drive business decisions in the past. This shows you’re not just about relationships but also about results.
✨Showcase Your Client-Centric Approach
Evelyn Partners values client relationships highly. Prepare examples of how you've successfully built and maintained client relationships in previous roles. Highlight your ability to understand client needs and tailor your advice accordingly.
✨Demonstrate Leadership Skills
Even if you haven’t managed a team before, think about times when you’ve taken the lead on projects or initiatives. Be ready to discuss your leadership style and how you can contribute to the growth of the financial planning team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, such as managing a difficult client or developing a new business strategy. Practise your responses to these scenarios to show your problem-solving skills and strategic thinking.