Director Financial Planning

Location: Bracknell, United Kingdom; office-based at Maxis 2

Company

hirify.global provides personalised investment management and financial planning advice to wealth management clients in the UK.

What you will do

• Build and maintain trusted relationships with current and potential clients.
• Deliver tailored financial planning and wealth management advice aligned with client objectives and company policies.
• Develop and execute an annual business plan, generate new instructions and referrals, and maintain the new business pipeline.
• Lead structured client meetings and conduct annual reviews covering retirement, inheritance, tax efficiency, risk attitudes, and strategic requirements.
• Work with Investment Management and Professional Services colleagues, as well as professional adviser contacts, to develop client relationships.
• Support the induction, mentoring, and development of new Financial Planners and participate in relevant projects.

Requirements

• Business acumen and experience developing and implementing business plans.
• Proven success in business development and working with new and existing clients on a fee basis.
• Strong knowledge of holistic financial planning strategies, products, advice practices, and processes.
• Ability to analyse client information, make suitable recommendations, communicate clearly, and prioritise work under pressure.
• Experience mentoring, training, and developing adviser colleagues.
• Relevant Level 6 qualification or above, with an up-to-date Statement of Professional Standing; aspiration toward Level 7.

Culture & Benefits

• Private medical insurance and life assurance.
• Pension contribution and generous holiday allowance.
• Option to purchase additional holiday and access to shared parental leave.
• Inclusive workplace supported by employee resource groups and diversity, equity, and inclusion initiatives.
• Reasonable adjustments available throughout the application process.