Job Description

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.



We are seeking an experienced and visionary

Director Financial Planner - Team Head

in

Edinburgh.

As the leader of our financial planning team, you will play a crucial role in guiding clients toward their financial goals while managing and developing a high-performing team of financial planners.

Lead and mentor a team of financial planners, fostering their professional growth and ensuring the delivery of exceptional client service Develop and implement comprehensive financial plans for high-net-worth individuals and families Conduct in-depth financial analyses and provide strategic recommendations to clients Stay current with market trends, tax laws, and regulatory changes to inform financial planning strategies Collaborate with other departments to create integrated wealth management solutions Set and monitor team performance goals, ensuring alignment with organizational objectives Cultivate and maintain strong relationships with clients and key stakeholders Contribute to the development of new financial planning products and services Represent the organization at industry events and conferences

Qualifications

------------------

Certified Financial Planner (CFP) certification required; additional certifications such as CFA or ChFC preferred Experience in a team leadership role Proven track record of developing and implementing successful financial strategies for high-net-worth clients Strong analytical skills with the ability to interpret complex financial data and market trends Excellent leadership and team management abilities Experience in estate planning and risk management

Additional Information

--------------------------


As a colleague here at Evelyn Partners you will have access to benefits that include

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 Eye care support


We 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.

Job Location

----------------