Associate Director, Wealth Planning & Client Strategy

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

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.