Director Financial Planning

OverviewWe\'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.ResponsibilitiesEnthusiastically build and develop new client relationships through effective ongoing business developmentEnsure client files are carefully maintained with client details regularly updated where neededPlan, implement and execute the annual Business PlanTake responsibility for supporting the growth of the business, working with the director/partner group on key commercial pillarsWork in partnership with Investment Management (IM) to develop client relationshipsStructure and lead client meetings ensuring all information and advice is accurateProven ability to deal with new and existing clients on a fee basisAbility to understand and communicate advice practices and processes clearly and effectivelyA strong ethic of client and customer serviceAbility to work under pressure and to prioritise workExcellent communication skills both written and verbalHold a relevant level 4 qualification or above (ideally Level 6) and maintains an up-to-date Statement of Professional StandingExperience of managing a team would be advantageous but not essentialExperience of developing new business / have a client network in the South regionExperience of relationship management with internal and external stakeholdersAbout the EmployerEvelyn 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.BenefitsCompetitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leaveFully funded training towards professional qualificationsCycle to work schemeSeason ticket loanEye care supportWe 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. #J-18808-Ljbffr