Associate Director Financial Planning

Evelyn Partners; Birmingham; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial services company in Birmingham is seeking an Associate Director of Financial Planning to deliver tailored wealth management advice. You will manage client relationships, ensuring advice is personalized and compliant with internal policies. Responsibilities include executing business plans, conducting client reviews, and working closely with colleagues in investment management. Excellent communication skills and a relevant level 4 qualification are essential for this role, alongside a strong ethics of client service.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Proven ability to manage relationships with clients on a fee basis.
• Strong understanding of advice practices and processes.
• Capable of analyzing client information to provide suitable recommendations.
• Excellent communication skills, both written and verbal.

Responsibilities

• Oversee client needs and deliver tailored financial advice.
• Execute the annual business plan in line with expectations.
• Build and maintain new and existing client relationships.
• Conduct regular client reviews and maintain comprehensive records.

Skills

Client relationship management

Financial planning knowledge

Risk management

Communication skills

Education

Relevant level 4 qualification or above

Job description

Overview

What will you be doing

We’re seeking a talented individual to join our Financial Planning team in Birmingham. The team is responsible for building and developing trusted relationships with current and potential clients. You will be responsible for delivering financial planning and wealth management advice, working within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Be strategically aligned to the company’s goals and objectives and act as ambassadors for the company at all times with a clear understanding of the strategic place in the advice market.

As an Associate Director Financial Planning your responsibilities will include, among others:

• Looking after and supporting client needs
• Planning, implementing and executing the annual business plan in line with agreed individual expectations
• Building new client relationships and maintaining and developing existing client relationships through effective ongoing service to help minimise attrition and deliver new instructions and referrals as a result of satisfied clients
• Structure and lead client meetings in a professional manner ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
• Ensure clients have the right advice to achieve their financial objectives while understanding and considering the impact of factors such as retirement planning, inheritance and tax efficiency for individual clients
• Ensuring client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
• Working in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
• Building and maintaining COIs to initiate and nurture close relationships with professional advisers
• Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
• Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
• 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)

Qualifications: Skills & Experience

To be successful in this role you should:

• Have the proven ability to deal with new and existing clients on a fee basis
• Have the ability to understand and communicate advice practices and processes clearly and effectively
• Analyse client information and highlight requirements to make suitable recommendations
• Possess the technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
• Have a strong ethic of client and customer service and work well under pressure / prioritise work
• Excellent communication skills both written and verbal
• Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business required

Professional Qualifications and Education

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

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 dependant)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We are proud to value the differences that a diverse workforce brings representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and were delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background or circumstance feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Remote Work: No

Employment Type: Full-time

Key Skills

Bidding, Customer Service, B2C, Account Management, Bus Driving, Fire And Safety Engineering

Experience: years

Vacancy: 1