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- Tasks: Lead financial planning and build strong client relationships in a dynamic team.
- Company: Evelyn Partners, a UK leader in wealth management with a focus on personalised advice.
- Benefits: Competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert guidance.
- Qualifications: Level 4 qualification or above in financial planning and excellent communication skills.
- Other info: Join a diverse team committed to inclusion and professional development.
The predicted salary is between 43200 - 72000 £ 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 Birmingham. The team is responsible for building & developing 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.
As Director Financial Planning, your responsibilities will include among others:
- Looking after and supporting client needs
- Planning, implementing and executing the annual business plan in line with agreed individual expectations
- Building 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
- 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
- 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
- Ensuring client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements
- Working in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
- Building and maintaining 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
- Striving 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)
Qualifications Skills & Experience
To be successful in this role, you should:
- Have the proven ability to deal with new and existing clients on a fee basis
- Have the ability to understand and communicate advice practices and processes clearly and effectively.
- Analyse client information and highlight requirements to make suitable recommendations
- Possess the technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
- Have a strong ethic of client and customer service and work well under pressure / prioritise work
- Excellent communication skills both written and verbal
- Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
Required 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, Chartered Status preferred.
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 dependant)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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.
Director Financial Planning in Birmingham employer: SW Group
Contact Detail:
SW Group Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Director Financial Planning in Birmingham
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend events, join online forums, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Showcase your expertise! When you get the chance to meet with potential employers, make sure to highlight your knowledge in financial planning and wealth management. Share examples of how you've helped clients achieve their goals – it’ll set you apart from the crowd.
✨Tip Number 3
Prepare for interviews by researching the company thoroughly. Understand Evelyn Partners' values and how they align with your own. This will help you tailor your responses and demonstrate that you're not just looking for any job, but that you genuinely want to be part of their team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re serious about joining us at Evelyn Partners and are keen to contribute to our mission of providing top-notch financial advice.
We think you need these skills to ace Director Financial Planning in Birmingham
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter to highlight how your skills and experience align with the role of Director Financial Planning. We want to see how you can contribute to our mission of providing personalised financial advice.
Showcase Your Client Relationship Skills: Since building trusted relationships is key in this role, share specific examples of how you've successfully managed client relationships in the past. We love hearing about your approach to client service and satisfaction!
Be Clear and Concise: When writing your application, keep it straightforward and to the point. Use clear language to communicate your qualifications and experiences. We appreciate a well-structured application that’s easy to read.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you’ll ensure it reaches the right people and you’ll be one step closer to joining our passionate team at Evelyn Partners!
How to prepare for a job interview at SW Group
✨Know Your Numbers
As a Director of Financial Planning, you’ll need to demonstrate your expertise in financial metrics. Brush up on key financial concepts and be ready to discuss how you've used data to drive client decisions. This shows you can provide tailored advice that aligns with clients' goals.
✨Build Rapport
Evelyn Partners values strong relationships with clients. During the interview, focus on your ability to connect with people. Share examples of how you've built trust with clients in the past, and highlight your communication skills. This will show that you understand the importance of client relationships.
✨Align with Company Values
Familiarise yourself with Evelyn Partners' mission and values. Be prepared to discuss how your personal values align with theirs, especially regarding client service and ethical advice. This demonstrates that you’re not just looking for a job, but a place where you can contribute meaningfully.
✨Prepare for Scenario Questions
Expect scenario-based questions that assess your problem-solving skills. Think about past experiences where you had to navigate complex client situations or regulatory challenges. Prepare to explain your thought process and the outcomes, showcasing your strategic thinking and risk management abilities.
