Director Financial Planning

Director Financial Planning – ACCA Careers

Join to apply for the Director Financial Planning role at ACCA Careers
.

Seniority Level: Mid‑Senior |

Employment Type:

Full‑time | Job Function:
Finance & Sales | Industry: Accounting |

Location:

Birmingham, UK

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.

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.

• 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)

• 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

• Relevant level 4 qualification or above (aspiring for Level
  7) and maintains an up‑to‑date Statement of Professional Standing;
  Chartered Status preferred

• Compet…