Job Summary
We are looking for an Associate Planning Director to join one of our adviser teams and provide complex financial planning services to new and existing clients o and to take an active role in business development activities for the firm.
Key Accountabilities
Deliver technically excellent financial planning advice to clients using our Wealth Planning processes
Targeting the acquisition of new clients for the Firm through Business Development activities; pro-actively representing the business and taking the initiative to meet new potential clients
Proactively working with the Investment Managers to identify new Wealth Planning opportunities for existing clients
Actively refer clients and prospects to other services and specialisms
Service clients on an ongoing basis, conducting annual reviews and ensuring that the client remains on track to achieve their objectives
Conduct the above in a compliant manner in line with the rules set out by the firm and the regulator
Work effectively with other members of the team to work as efficiently as possible, deliver an outstanding client service and provide learning opportunities for junior members of the team
Additional responsibility for two other areas within the team, in agreement with the line manager and subject to business/team requirements
Key Competencies
Getting Things Done; Delivers on agreed objectives promptly; prioritises workload; remains professional under pressure.
Communication & Sharing Knowledge; Confident, clear and accurate with all communication. Maintains accurate records and makes effective use of new technology.
Customer Service; Positive attitude to find solutions in line with TCF principles. Uses customer feedback to improve service.
Effectiveness & Adaptability; Able to maintain a high volume of work, striving for continual improvements. Understands individual contribution in relation to corporate objectives. Presents a positive image and approach to change.
Team Working; Shares knowledge, skills and experience with colleagues; understands team goals; is cooperative and supportive of others.
Candidate Profile
Will be a Chartered Financial Planner
Will have a minimum 5 years of experience of providing complex planning advice
Will have previous experience of working in a wealth management environment
Will have a proven record of business development and managing a client base
Previous experience of line management is advantageous
