For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.
We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. We 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.
As a Director Financial Planning your responsibilities will include among others
Enthusiastically build and develop new client relationships through effective ongoing business development
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.
Experience of developing new business
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
• Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives.