Director Financial Planning
Director Financial Planning
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Job Description
Job Purpose
We are seeking a talented and motivated Director Financial Planning professional to join our Financial Planning team in Bristol. 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
Key Responsibilities
- Enthusiastically build and develop new client relationships through effective ongoing business development
- Ensure client files are carefully maintained with client details regularly updated where needed
- 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.
- Structure and lead client meetings ensuring all information and advice is accurate
Skills Experience
- Proven ability to deal with new and existing clients on a fee basis Required
- Ability to understand and communicate advice practices and processes clearly and effectively. Required
- A strong ethic of client and customer service Required
- Ability to work under pressure and to prioritise work Required
- Excellent communication skills both written and verbal Required
Qualifications :
Qualifications
To be successful in this role you should
- Hold a relevant level 4 qualification or above (ideally Level 6) and maintains an uptodate Statement of Professional Standing
- Experience with matrimonial vulnerable or Personal Injury Clients would be advantageous
- Experience of developing new business
- Experience of relationship management with internal and external stakeholders
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 youll 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. Were 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 dont hesitate to discuss your needs with your recruiter.
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
