Director Financial Planning

Evelyn Partners; Bristol; On-site; GBP 70,000 - 90,000; Full time

Job summary

A leading company in UK wealth management seeks a Director of Financial Planning in Bristol. This role involves business development, client relationship management, and collaboration with investment management. Ideal for experienced financial planners looking to advance their careers.

Benefits

Private medical insurance

Life assurance

Pension contribution

Hybrid working model

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Fully funded training towards professional qualifications

Cycle to work scheme

Season ticket loan

Qualifications

• Proven ability to deal with new and existing clients on a fee basis.
• Excellent communication skills both written and verbal.

Responsibilities

• Build and develop new client relationships through business development.
• Plan and execute the annual Business Plan.
• Lead client meetings ensuring accurate information.

Skills

Client Relationship Management

Communication

Business Development

Customer Service

Pressure Management

Education

Level 4 Qualification

Level 6 Qualification

Job description

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Company Description

For over 180 years,

Company Description

For over 180 years, Evelyn Partners has 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 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 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 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, 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 level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

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