Director Financial Planning
Core
Deliver personalized financial planning and wealth management advice to private clients, ensuring suitability and alignment with client objectives.
Role type
Senior IC financial planner (wealth management)
Builds
Client relationships and tailored financial strategies
Domain
Wealth management / Private client financial planning
Deliverable
client delivery
Required skills
Client relationship management, holistic financial planning strategy, retirement planning, inheritance planning, tax efficiency, risk management, mentoring, business plan execution
Preferred skills
None stated
Technologies
None stated
Responsibilities
Structure and lead client meetings, ensure annual client reviews, maintain new business pipeline, assist in mentoring new financial planners, handle client complaints, undertake continuous professional development
Seniority
Senior, hands-on IC
