Director Financial Planning – ACCA Careers
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Seniority Level: Mid‑Senior | Employment Type: Full‑time | Job Function: Finance & Sales | Industry: Accounting | Location: Birmingham, UK
Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
We’re seeking a talented individual to join our Financial Planning team in Birmingham. The team is responsible for building and developing trusted relationships with current and potential clients, delivering financial planning and wealth management advice, and working within an agreed business plan. All advice given to clients must be suitable, tailored and personalised and in line with advice and control policies. You will be strategically aligned to the Company’s goals and objectives and act as an ambassador for the company at all times, having a clear understanding of the strategic place in the advice market.
Responsibilities
Looking after and supporting client needs
Planning, implementing and executing the annual business plan in line with agreed individual expectations
Building new client relationships and maintaining and developing existing client relationships through effective ongoing service to minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
Ensure clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
Ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
Work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
Build and maintain COIs to initiate and nurture close relationships with professional advisers
Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
Strive for no complaints, and where they are received, ensure they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
Maintain knowledge and skills, and develop them in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD to reach full potential (for the wider benefit of the Group)
Skills & 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
Analyse client information and highlight requirements to make suitable recommendations
Possess technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions
Strong ethic of client and customer service and work well under pressure / prioritise work
Excellent written and verbal communication skills
Extensive experience operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
Professional Qualifications and Education
Relevant level 4 qualification or above (aspiring for Level 7) and maintains an up‑to‑date Statement of Professional Standing; Chartered Status preferred
Benefits
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and are delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive and inclusive environment.
We are happy to make any reasonable adjustments to accommodate your needs throughout the application process. Please let your recruiter know.
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