Associate Director Financial Planning
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Job Location:
Salary:
Experience Required:
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
We are currently working with a leading Wealth Management firm who are looking to hire an Associate Director within their Financial Planning team. The role will involve managing a team of financial planners as well as playing a key role in shaping the firms financial planning strategy and enhancing client outcomes.
Responsibilities of this Associate Director Financial Planning Job:
- Design implement and monitor a comprehensive training strategy for existing teams members and new joiners covering initial onboarding probation reviews on-going development and meeting regulatory supervision duties
- Manage and implement individual objectives and career progression paths for existing team members to ensure highly motivated team
- Continue to review and innovate the firms approach to ensure their financial plans meet the evolving needs of the adviser segments and associated client cohorts
- Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans
- Involvement in the roll out of new financial planning software to enhance the digital experience of clients
Requirements of this Associate Director Financial Planning Job:
- Degree or Masters level qualification
- QFA required and willingness to complete CFP
- Minimum 5 years of proven people management experience including accountability for ongoing development and training as well as involvement in recruitment
- Knowledge and experience of wealth management disciplines & previous experience within pension tax and or investment environment desirable
- Excellent attention to detail
For more information on this Associate Director Financial Planning job or to discuss in more detail contact Aoife Stokes at or apply directly below
Required Skills:
Financial Planning People Management
Required Education:
QFA
