OverviewWe are seeking a talented and motivated

Director Financial Planning

professional to join our Financial Planning team in

Guildford . 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.

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 and 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

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 InformationAs 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.

Seniority level

Director

Employment type

Full-time

Job function

Finance and Sales

Industries: Accounting

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