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    Director of Financial Performance - Cambridge, Cambridgeshire, United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group Cambridge, Cambridgeshire, United Kingdom

    1 week ago

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    Description

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    Read more about us and available career opportunities here:
    The successful person will be responsible for delivering financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients,
    To 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 clients
    To 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 clients
    To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements
    To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
    Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
    To 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 resolution
    Ensure 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 potential (for the wider benefit of the Group)
    Assist in the induction, mentoring and development of new Financial Planners
    Holds Chartership within Financial Planning
    Experience of working as a Financial Planner
    Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
    Strong Relationship management skills

    Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.

    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    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.

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