Associate Director Financial Planning
Core
Associate Director in Financial Planning supporting client needs, generating new business, and delivering holistic financial planning strategies including retirement, inheritance, and tax efficiency.
Role type
Senior IC financial planner (associate director)
Builds
Client relationships and new business pipeline
Domain
Wealth management / Financial planning
Deliverable
client delivery
Required skills
Holistic financial planning strategies, Retirement planning, Inheritance planning, Tax efficiency, Client relationship management, Business development, Risk management framework, Annual client reviews, Professional qualifications (Level 4+)
Preferred skills
Level 7 qualification, Mentorship experience
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, Undertake annual client reviews, Partner with IM and PS colleagues, Maintain New Business Pipeline, Keep comprehensive client records, Resolve client complaints, Maintain knowledge and skills via CPD
Seniority
Senior, hands-on IC with mentorship