Director Financial Planning

ACCA Careers; Exeter; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm is seeking a Director of Financial Planning in Exeter. This position involves business development, client management, and executing strategic plans to grow the financial planning team. Ideal candidates will have strong client service skills and relevant qualifications. Join an inclusive environment focused on professional growth with access to numerous benefits.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Season ticket loan

Fully funded training towards professional qualifications

Qualifications

• Expect a Level 4 qualification or above, ideally Level 6.
• Experience with matrimonial, vulnerable, or Personal Injury Clients would be advantageous.
• Proven ability to engage new and existing clients.

Responsibilities

• Build and develop new client relationships via ongoing business development.
• Structure and lead client meetings ensuring accurate information.
• Work with the director/partner group on key commercial pillars.

Skills

Client Relationship Management

Business Development

Communication

Client Service Ethic

Ability to Work Under Pressure

Education

Level 4 qualification or above

Level 6 qualification (ideally)

Job description

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 Exeter. 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.