Associate director Work, Jobs in Fleet, Ham (with Salaries)

Associate Director Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Communication skills
Quick apply
Associate Director, Business Risk Lead (EU)
Bristol-Myers Squibb —Uxbridge
- Full-time
- Hybrid work
- Bachelor's degree
- Travel
- In-person
Residential Development Legal Director or Senior Associate
Gateley —Guildford
- Mentoring
- Annual leave
- Employee assistance programme
Associate Research Director- Sensory and Consumer Science
Eurofins Sensory, Market Research and Product Design —Reading
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- English
Quick apply
Associate Director, Lead Design Engineer - Water Sector
AECOM —Basingstoke
- Full-time
- Hybrid work
- Engineering
Associate Director, GRA Policy EMEA/RoW Lead
Kyowa Kirin International —Marlow
- £66,814 - £134,641 a year
- Full-time
Quick apply
Associate Director, Sales
Wolters Kluwer —Kingston upon Thames
- Full-time
- CRM software
- Data analysis skills
- Analysis skills
Associate Director Global CMC QU – Clinical GMP/GDP
Kyowa Kirin International —Marlow
- £66,814 - £134,641 a year
- Full-time
- Bachelor's degree
- No degree
- Leadership
Quick apply
Lead Teacher Chemistry
The Oratory School —Woodcote
- Full-time
- Management
- English
- Bachelor's degree
- Free parking
Quick apply
Associate Director – Airport Planning
AtkinsRéalis —Epsom
- Full-time
- Hybrid work
- Business development
- Travel
- Mentoring
Associate Director, Structural Engineer - Water
AECOM —Basingstoke
- Full-time
- Hybrid work
- Civil engineering
- No degree
- Communication skills
Associate Director, Medical Safety Assessment Physician, Cell Therapy
Bristol-Myers Squibb —Uxbridge
- Full-time
- Hybrid work
- Analysis skills
- Travel
- Mentoring
Contract Manager
Frimley Health NHS Foundation Trust —Ascot
- £51,657 - £57,785 a year
- Full-time
- Contracts
- Leadership
- Negotiation
3d
Associate Project Manager
AECOM —Basingstoke
- Full-time
- Hybrid work
- Business development
- Project management
- Mentoring
Consultant - Acute Medicine
Frimley Health NHS Foundation Trust —Frimley
- £113,565 - £150,569 a year
- Full-time
- Acute care experience
- Training & development
- Leadership
- Relocation assistance
10d
Associate / Technical Director Flood Risk Modelling Lead
AECOM —Basingstoke
- Full-time
- Hybrid work
- Engineering
- Bachelor's degree
- Mentoring
Director of Service
ADP —Staines-upon-Thames
- Hybrid work
- Analysis skills
- Continuous improvement
- AI
- Employee assistance programme
- Employee discount
Associate Director, GRA Policy EMEA/RoW Lead
Kyowa Kirin International plc —Marlow
- Full-time
Associate - Tax
Penningtons Manches Cooper LLP —Guildford
- Full-time
- Hybrid work
- Computer literacy
- Business development
- Organisational skills
- Work from home
Lead Inside Sales
Geotab —Reading
- Full-time
- Hybrid work
- Sales
- Analysis skills
- Bachelor's degree

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Associate Director Financial Planning

Evelyn Partners -
Bracknell

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Client engagement
Complaint handling
Partnership building
Risk management
Relationship management
Communication skills

Full job description

Company Description

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.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in Bracknell. However if you are based in Reading or the M4 corridor this would be beneficial as you will be travelling to visit clients in the home counties region. Whilst there would be a requirement to go into the Bracknell office from time to time there is flexibility.

To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

As Associate Director Financial Planning, your responsibilities will include among others:-

Looking after and supporting client needs. Building new client relationships and maintaining existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
Execute the annual Business Plan in line with agreed individual targets
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
Ensuring 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
Ensuring client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
Working in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
Building 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)

Qualifications

Skills & Experience

To be successful in this role, you should:-

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
Ability to analyse client information and highlight requirements to make suitable recommendations. Experience of operating within a risk management framework
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions
A strong ethic of client service / ability to work under pressure and to prioritise work
Ability to understand and communicate advice practices and processes clearly and effectively. Excellent communication skills both written and verbal
Have a thorough understanding of the risks and threats pertaining to a private client business

Professional Qualifications and Education

Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

associate director jobs in fleet, ham

Associate Director Financial Planning

Associate Director, Business Risk Lead (EU)

Residential Development Legal Director or Senior Associate

Associate Research Director- Sensory and Consumer Science

Associate Director, Lead Design Engineer - Water Sector

Associate Director, GRA Policy EMEA/RoW Lead

Associate Director, Sales

Associate Director Global CMC QU – Clinical GMP/GDP

Lead Teacher Chemistry

Associate Director – Airport Planning

Associate Director, Structural Engineer - Water

Associate Director, Medical Safety Assessment Physician, Cell Therapy

Contract Manager

Associate Project Manager

Consultant - Acute Medicine

Associate / Technical Director Flood Risk Modelling Lead

Director of Service

Associate Director, GRA Policy EMEA/RoW Lead

Associate - Tax

Lead Inside Sales

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