Director Financial Planning

S&W; Exeter; Hybrid; GBP 60,000 - 85,000; Full time

Job summary

A leading wealth management firm is seeking a Director Financial Planning in Exeter. This role involves business development and building client relationships. Ideal candidates should have a Level 4 qualification or higher, excellent communication skills, and experience in client service. The position offers a competitive salary, private medical insurance, and a hybrid working model.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Cycle to work scheme

Qualifications

• Proven ability to deal with new and existing clients on a fee basis.
• Experience with matrimonial, vulnerable or Personal Injury Clients would be advantageous.
• Experience of developing new business.

Responsibilities

• Build and develop new client relationships through effective ongoing business development.
• Ensure client files are regularly updated.
• Implement and execute the annual Business Plan.

Skills

Client relationship management

Communication skills

Business development

Client service ethic

Ability to work under pressure

Education

Level 4 qualification or above

Level 6 qualification

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
• 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
• 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
• Ability to understand and communicate advice practices and processes clearly and effectively
• A strong ethic of client and customer service
• Ability to work under pressure and to prioritise work
• Excellent communication skills both written and verbal

Qualifications

• 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.