Director Financial Planning

What will you be doing?

We will also consider candidates to based from our Chelmsford office

The successful person will be responsible for delivering financial planning and wealth management advice across the East Anglia region, building and developing trusted relationships with current and potential clients,

• To look after and support client needs
• To plan, implement and execute the annual Business Plan in line with agreed individual expectations
• To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help 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
• To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
• To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
• To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
• To 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
• To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
• Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group)
• Assist in the induction, mentoring and development of new Financial Planners

Requirements

What we're looking for

• Holds Chartership within Financial Planning
• Experience of working as a Financial Planner
• Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions.
• Proven ability to deal with new and existing clients on a fee basis.
• Ability to analyse client information and highlight requirements to make suitable recommendations.
• Strong Relationship management skills
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business.