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 us in a newly created role which will report into the Head of Financial Planning Advice. Based out of our London office, you will lead the strategic development and delivery of coaching programmes that elevate the performance of Financial Planners in relation to revenue growth across the organisation.
This role will drive behavioural change, embed best practices, and ensure consistent, high-quality client engagement aligned with regulatory standards and commercial goals.
As Financial Planning Coaching Director, your responsibilities will include among others:-
1. Design and implement a scalable coaching framework for Financial Planners focused on revenue growth enablement, client engagement excellence resulting in good client outcomes.
2. Deliver one-to-one and group coaching sessions as appropriate.
3. Collaborate with the appropriate teams ( Compliance, Marketing and T&C) to align coaching with business strategy and regulatory requirements.
4. Analyse performance data to identify trends, gaps, and opportunities for improvement.
5. Develop and maintain tools, resources, and content to support ongoing revenue growth capability development.
6. Act as a trusted advisor to senior leaders, providing insights and recommendations to improve revenue growth.
7. Contribute to the development of a high-performance, client-centric culture.
Qualifications
Skills & Experience
To be successful in this role, you should:-
8. Have a proven track record in financial planning, wealth management, or financial services sales
9. Minimum 10 years’ experience in client-facing roles, with at least 5 years in coaching or sales leadership
10. Deep understanding of the financial advice process, regulatory landscape, and client engagement strategies
11. Strong business acumen and ability to influence at all levels
12. Exceptional interpersonal, facilitation, and communication skills
13. Experience in designing and delivering coaching programmes at scale
14. Comfortable working in a dynamic, fast-paced environment with multiple stakeholders
Professional Qualifications and Education
15. Level 4 Diploma in Financial Planning (or equivalent) with progression towards Chartered Financial Planner status desired (or Chartered FP preferred)
16. Coaching qualification (, ILM, ICF) preferred
17. Degree-level education desirable
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
18. Competitive salary
19. Private medical insurance
20. Life assurance
21. Pension contribution
22. Hybrid working model (role dependant)
23. Generous holiday package
24. Option to purchase additional holiday
25. 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.