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Finance Manager, Strategic Finance Team

3 months ago

Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.


An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

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 clientsmust be suitable, tailored and personalised to the client and in line with advice and control policies.

Monitoring team performance; Executing the annual Business Plan in line with agreed individual targets

Building new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition

Ensuring clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients

To ensure client reviews are undertaken at least annually in line with clients' changing risk attitudes and strategic requirements

To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships

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

Previous experience within a Financial Planning role

Experience of people management as a Team Leader

Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions


Experience of operating within a risk management framework together with a thoroughunderstanding of the risks and threats pertaining to a private client business.

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave


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.