Senior Director, Financial Planning & Wealth Advisory

Evelyn Partners; Bristol; On-site; GBP 40,000 - 60,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailored advice is provided in alignment with a defined business plan.

The ideal candidate should possess a Level 4 qualification and be able to effectively communicate complex financial strategies while managing multiple client relationships confidently.

Qualifications

• Proven ability to deal with clients on a fee basis.
• Ability to analyse client information for suitable recommendations.
• Experience within a risk management framework.

Responsibilities

• Support client needs and deliver tailored financial advice.
• Execute annual Business Plan aligning with individual targets.
• Build and maintain client relationships to mitigate attrition.

Skills

Client management

Financial planning knowledge

Communication skills

Ability to work under pressure

Analytical skills

Education

Level 4 qualification or above

Job description

Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailored advice is provided in alignment with a defined business plan.

The ideal candidate should possess a Level 4 qualification and be able to effectively communicate complex financial strategies while managing multiple client relationships confidently.