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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.
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