Associate Director Financial Planning
Core
Associate Director leading financial planning for private clients, generating new business, and delivering holistic financial strategies including retirement, inheritance, and tax efficiency.
Role type
Senior IC financial planner (Associate Director)
Builds
Client relationships and new business pipeline for private wealth clients
Domain
Wealth management / Financial planning
Deliverable
client delivery
Required skills
Holistic financial planning strategies, Retirement planning, Inheritance planning, Tax efficiency, Client relationship management, New business generation, Annual client reviews, Risk management framework, Professional qualifications (Level 4+)
Preferred skills
Level 7 qualification, Investment Management partnership, Professional Services collaboration
Technologies
None stated
Responsibilities
Support client needs and generate new leads with BD, Execute annual Business Plan, Build and maintain client relationships, Structure and lead client meetings, Ensure clients have right advice for financial objectives, Conduct annual client reviews, Partner with IM and PS colleagues, Maintain New Business Pipeline, Keep accurate client records, Resolve client complaints, Undertake CPD
Seniority
Senior, hands-on IC with mentorship