Director Financial Planning

TN United Kingdom; Bristol; Hybrid; GBP 70,000 - 90,000; Full time

Job summary

A leading company in Bristol is seeking a Director of Financial Planning to enhance client relationships and drive business growth. This role offers a fantastic opportunity for Financial Planners or Associate Directors looking to advance their careers. You will be responsible for developing new client relationships, maintaining client files, and collaborating with the director/partner group to support business growth. The position also includes a hybrid working model and access to various benefits.

Benefits

Private Medical Insurance

Life Assurance

Pension Contribution

Generous Holiday Package

Cycle to Work Scheme

Season Ticket Loan

Eye Care Support

Qualifications

• Hold a relevant Level 4 qualification or above.
• Experience with matrimonial, vulnerable, or Personal Injury clients advantageous.

Responsibilities

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

Skills

Client Relationship Management

Communication

Business Development

Client Service

Pressure Management

Education

Level 4 Qualification

Level 6 Qualification

Job description

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Job Title: Director Financial Planning

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.

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
• Support 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 and 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 prioritize work
• Excellent communication skills both written and verbal

Qualifications

To be successful in this role, you should:

• Hold a relevant Level 4 qualification or above (ideally Level 6) and maintain an up-to-date Statement of Professional Standing
• Experience with matrimonial, vulnerable, or Personal Injury clients would be advantageous
• Experience in developing new business
• Experience in relationship management with internal and external stakeholders

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• 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 value diversity and inclusion, fostering an environment where everyone feels valued and supported. We are committed to providing reasonable adjustments throughout the application process. Please discuss your needs with your recruiter if applicable.