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Director Financial Planning

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Evelyn PartnersCompany DescriptionEvelyn 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 DescriptionJob PurposeTo 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.Key ResponsibilitiesTo look after and support client needsTo plan, implement and execute the annual Business Plan in line with agreed individual expectationsTo 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 clientsStructure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needsTo ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clientsTo ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirementsTo work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationshipsTo build and maintain COIs to initiate and nurture close relationships with professional advisersMaintain the New Business Pipeline (NBP) and ensure all values and dates are up to dateEnsure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policyTo 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 resolutionEnsure 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 potentialAssist in the induction, mentoring and development of new Financial PlannersActively participate in projects when requiredTeam Heads Only – Undertakes supervision of direct reports, ensuring TandC regulations and Evelyn Partners suitability processes are adhered to, and all documentation requirements completed and submittedSkills, Experience and QualificationsProven ability to deal with new and existing clients on a fee basisAbility to understand and communicate advice practices and processes clearly and effectivelyAbility to analyse client information and highlight requirements to make suitable recommendationsTechnical/product knowledge and effective communication of wide ranging holistic financial planning strategies and solutionsA strong ethic of client and customer serviceAbility to work under pressure and to prioritise workExcellent communication skills both written and verbalAbility to mentor, train and develop adviser colleaguesExtensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client businessProfessional Qualifications And EducationExtensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client businessKey CompetenciesFinancial PlanningAble to construct and maintain suitable financial plans for clients taking into account: client’s requirements, circumstances, and tax situation; client’s appetite for and ability to bear risk and capacity for loss; client’s short, medium, and longer term aspirationsUnderstand and be able to consider the relative impact of factors such as retirement planning, inheritance/estate planning, divorce, investment structures, tax efficiency for individual clients and construct financial plans accordinglyUnderstand the features and benefits of the different types of financial product and be able to select suitably to meet the needs of individual clientsAble to identify suitable financial solutions for the client’s short-, medium- and longer term needs and monitor their financial plans for continued suitability on an ongoing basisUnderstand and be able to evaluate the impact of changes in client circumstances, legislation or the fiscal framework and general economic conditions and take appropriate action to adapt client’s financial plansAble to explain complex financial planning issues to clients in a clear and comprehensive manner and ensure that they have been fully understoodAble to explain the divisional strategy, demonstrating how business should be conducted to achieve the desired goalsClient Engagement – structure and lead client meetings ensuring information is up to date, clear and not misleadingAll dealings with clients conducted professionally and their requests handled timely and effectively, with clear and accurate correspondence and reportingBuilds a relationship of trust with clientsBusiness Development – articulate benefits and considerations of our proposition to potential clients and evaluate suitabilityRegulatory – fair treatment of clients, open and transparent interactions, and knowledge of regulatory framework including COBS, KYC, Suitability, etcContinuous Professional Development – maintain and develop CPDSupervision – leadership, assessment, feedback, coaching, and development of direct reportsRisk Management – understanding and mitigation of risks to clientsKnowledge Management, Administration and Record KeepingOperates in line with division policies and maintains comprehensive client recordsSenioritiesAssociateEmployment typeFull-timeJob functionFinance and SalesReferrals increase your chances of interviewing at Evelyn Partners by 2xNote: This refined description retains the core information of the role and removes extraneous boilerplate while adhering to formatting rules.

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