Senior Financial Planning Director — Client Growth & Strategy

Evelyn Partners; Easthampstead; Hybrid; GBP 60,000 - 80,000; 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 an Associate Director for their Financial Planning team based in Bracknell, with flexibility for remote work in the home counties. The role involves building client relationships, executing business plans, and providing tailored financial advice.

Successful candidates will have a Level 4 qualification in financial planning or above, and strong communication and analytical skills. Benefits include private medical insurance, pension contributions, and generous holiday packages.

Qualifications

• Proven ability to deal with new and existing clients on a fee basis.
• Ability to analyze client information and make suitable recommendations.
• Technical knowledge of financial planning strategies.

Responsibilities

• Support client needs and build relationships.
• Execute business plans and lead client meetings.
• Ensure clients receive the right financial advice.

Skills

Client relationship management

Risk management

Holistic financial planning

Excellent communication

Education

Level 4 qualification or above

Job description

Evelyn Partners is seeking an Associate Director for their Financial Planning team based in Bracknell, with flexibility for remote work in the home counties. The role involves building client relationships, executing business plans, and providing tailored financial advice.

Successful candidates will have a Level 4 qualification in financial planning or above, and strong communication and analytical skills. Benefits include private medical insurance, pension contributions, and generous holiday packages.