Join to apply for the Director Financial Planning role at ACCA Careers1 week ago Be among the first 25 applicantsJoin to apply for the Director Financial Planning role at ACCA CareersCompany DescriptionFor over 180 years,Company DescriptionFor over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we're dedicated to making that a reality.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.Job DescriptionJob PurposeWe 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.As a Director Financial Planning your responsibilities will include among othersKey ResponsibilitiesEnthusiastically build and develop new client relationships through effective ongoing business developmentEnsure client files are carefully maintained with client details regularly updated where neededTo plan, implement and execute the annual Business PlanTake responsibility for supporting the growth of the business, working with the director/partner group on key commercial pillars.To work in partnership with Investment Management (IM) to develop client relationships.Structure and lead client meetings ensuring all information and advice is accurateSkills, ExperienceProven ability to deal with new and existing clients on a fee basis RequiredAbility to understand and communicate advice practices and processes clearly and effectively. RequiredA strong ethic of client and customer service RequiredAbility to work under pressure and to prioritise work RequiredExcellent communication skills both written and verbal RequiredQualificationsQualificationsTo be successful in this role, you shouldHold a relevant level 4 qualification or above (ideally Level 6) and maintains an up-to-date Statement of Professional StandingExperience with matrimonial, vulnerable or Personal Injury Clients would be advantageousExperience of developing new businessExperience of relationship management with internal and external stakeholdersAdditional InformationAs a colleague here at Evelyn Partners you will have access to benefits that includeCompetitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependent)Generous holiday packageOption to purchase additional holidayShared parental leaveFully funded training towards professional qualificationsCycle to work schemeSeason ticket loanEye care supportWe believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.Seniority levelSeniority levelDirectorEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesAccountingReferrals increase your chances of interviewing at ACCA Careers by 2xGet notified about new Director of Financial Planning jobs in England, United Kingdom.Director of Financial Planning and AnalysisFinance Director, Leading Global Professional Sports Tournament - Middle East based roleDirector of Financial Planning and AnalysisCambridge, England, United Kingdom 6 days agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 3 days agoLondon, England, United Kingdom 1 day agoDirector of Financial Planning and AnalysisManchester, England, United Kingdom 6 days agoLondon, England, United Kingdom 2 weeks agoDirector of Financial Planning and Analysis 6-month FTCOxford, England, United Kingdom 17 hours agoLondon, England, United Kingdom 2 weeks agoLondon, England, United Kingdom 1 week agoLondon, England, United Kingdom 5 days agoNottingham, England, United Kingdom 2 weeks agoDirector of Finance & Corporate ServicesFinance Director | Private Equity Backed | TechDirector of Financial Operations and ControlCambridge, England, United Kingdom 6 days agoLondon, England, United Kingdom 3 days agoWe’re unlocking community knowledge in a new way. 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