Director Financial Planning

This Director Financial Planning opportunity in Birmingham is built around 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. It would suit someone who can bring possess the technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions to the role.

Why this role may suit you

We're seeking a talented individual to join our Financial Planning team in Birmingham. Have the proven ability to deal with new and existing clients on a fee basis.

What you would be doing

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. Maintaining the New Business Pipeline (NBP) and ensure all values and dates are up to date. Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructio.

The working style that fits

Possess the technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions. Strong professional approach.

What you need

• Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing, Chartered Status preferred.
• Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Require.

Practical information

• Hybrid working model (role dependant).
• 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 we're delivering multiple diversity, equity and inclusion initiatives across the organisation.
• We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process.

Job details

• Benefits mentioned: Pension, Holiday allowance, Private healthcare, Hybrid working