Associate Director - Financial Planning

• Design, implement and monitor a comprehensive training strategy for existing teams members and new joiners covering initial onboarding, probation reviews, on-going development and meeting regulatory supervision duties

• Manage and implement individual objectives and career progression paths for existing team members to ensure highly motivated team

• Continue to review and innovate the firm's approach to ensure their financial plans meet the evolving needs of the adviser segments and associated client cohorts

• Engage with clients both personally and digitally in the end-to-end process from fact finding to presenting financial plans

• Involvement in the roll out of new financial planning software to enhance the digital experience of clients

• Degree or Masters level qualification

• QFA required and willingness to complete CFP

• Minimum 5 years of proven people management experience including accountability for ongoing development and training as well as involvement in recruitment

• Knowledge and experience of wealth management disciplines & previous experience within pension, tax and or investment environment desirable

• Excellent attention to detail

Elevate Partners