Director Financial Planning

Join to apply for theDirector Financial Planningrole atACCA Careers 1 week ago Be among the first 25 applicants Join to apply for theDirector Financial Planningrole atACCA Careers Company DescriptionFor over 180 years, Company DescriptionFor over 180 years,Evelyn Partnershas 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.Our success hinges on our people and that\’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.Job DescriptionJob PurposeWe are seeking a talented and motivatedDirector Financial Planningprofessional to join our Financial Planning team inBristol . 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 othersKey ResponsibilitiesEnthusiastically 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 accurateSkills, ExperienceProven 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 RequiredQualificationsQualificationsTo be successful in this role, you shouldHold a relevant level 4 qualification or above (ideally Level 6) and maintains an up-to-date 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 stakeholdersAdditional InformationAs a colleague here at Evelyn Partners you will have access to benefits that includeCompetitive 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 supportWe 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. Seniority levelSeniority level Director Employment typeEmployment type Full-time Job functionJob function Finance and Sales Industries Accounting Referrals increase your chances of interviewing at ACCA Careers by 2x Get notified about new Director of Financial Planning jobs inEngland, United Kingdom . Director of Financial Planning and AnalysisFinance Director, Leading Global Professional Sports Tournament – Middle East based roleDirector of Financial Planning and AnalysisCambridge, England, United Kingdom 6 days ago London, England, United Kingdom 1 week ago London, England, United Kingdom 3 days ago London, England, United Kingdom 1 day ago Director of Financial Planning and AnalysisManchester, England, United Kingdom 6 days ago London, England, United Kingdom 2 weeks ago Director of Financial Planning and Analysis 6-month FTCOxford, England, United Kingdom 17 hours ago London, England, United Kingdom 2 weeks ago London, England, United Kingdom 1 week ago London, England, United Kingdom 5 days ago Nottingham, England, United Kingdom 2 weeks ago Director of Finance & Corporate ServicesFinance Director | Private Equity Backed | TechDirector of Financial Operations and ControlCambridge, England, United Kingdom 6 days ago London, England, United Kingdom 3 days ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr