Senior Wealth Planning Director

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

Job summary

A financial advisory firm in Manchester is seeking a Financial Planner to build trusted relationships with clients and deliver tailored financial planning and wealth management advice. The ideal candidate will have extensive experience in client engagement and risk management, along with strong communication skills. This full-time position requires a commitment to client service and ongoing professional development.

Qualifications

• Extensive experience operating within a risk management framework.
• Ability to construct and maintain financial plans considering client situations.

Responsibilities

• Build and develop client relationships and deliver financial advice.
• Ensure client reviews are conducted at least annually.

Skills

Proven ability to deal with clients on a fee basis

Ability to communicate financial advice clearly

Ability to analyze client information

Technical product knowledge

Strong ethic of client service

Ability to work under pressure

Excellent communication skills

Ability to mentor and develop colleagues

Extensive experience within risk management

Job description

A financial advisory firm in Manchester is seeking a Financial Planner to build trusted relationships with clients and deliver tailored financial planning and wealth management advice. The ideal candidate will have extensive experience in client engagement and risk management, along with strong communication skills. This full-time position requires a commitment to client service and ongoing professional development.