Financial Planning Team Leader
6 months ago
Are you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex?
This is an opportunity which will allow you to create a splash, joining a household name who will give you the autonomy to put your stamp on things and make a name for yourself.
The team is made up of 4 experienced Financial Planners and 1 Junior Planner. Whilst this firm is a well known and respected firm, they feel the region has so much more potential for growth and are looking for an experienced Financial Planner, with management experience, who has an unquestionable thirst and drive, to take the team and region forward.
You will have great energy, enthusiasm, ability to challenge the Partner you report into (no yes men or women need apply), ensure focus, bring new ideas and have carte blanche to cement your teams region on the map.
You will be rewarded with an above market salary of up to £120,000 plus two bonus schemes, one for business written and one for team performance and of course benefits.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
**Our Diversity, Equity and Inclusion Mission**
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
-
Financial Planning Team Leader
4 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAbout Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping clients thrive. Our extensive range of financial and professional services caters to individuals, family trusts, professional intermediaries, charities, and businesses.Our award-winning service is built on the...
-
Director Financial Planning Team Leader
5 months ago
Brighton, United Kingdom Evelyn Partners Full timeCompany Description 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...
-
Financial Planning Team Lead
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an exceptional Financial Planning Team Lead to join our team at Evelyn Partners. As a key member of our team, you will be responsible for delivering financial planning and wealth management advice to our clients. This is an exciting opportunity for a dynamic and experienced professional to lead our financial planning team and...
-
Financial Planning Team Leader
6 months ago
Brighton, United Kingdom Idex Full timeAre you an experienced Financial Planner, who leads by example? Do you have a natural ability to lead from the front? Would you be open to managing a team of 5 Financial Planners, but keen to continue providing advice to clients, opening doors and creating a power house in Sussex? This is an opportunity which will allow you to create a splash, joining a...
-
Financial Planning Manager
4 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAt Evelyn Partners, we are seeking a skilled Financial Planning Manager to join our team. This role is critical in delivering financial planning and wealth management advice to our clients. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, executing the annual business plan, and...
-
Strategic Financial Planning Leader
2 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeEvelyn Partners, a leading UK-based integrated wealth management and professional services group, is seeking a seasoned Financial Planning Director to drive business growth and excellence. With over 186 years of experience in helping individuals and businesses thrive, we offer a wide range of financial and professional services.We pride ourselves on our core...
-
Senior Financial Director
1 week ago
Brighton, Brighton and Hove, United Kingdom Team Domenica Full timeAs a leading charity in Brighton, Team Domenica is committed to empowering young people with learning disabilities to achieve their full potential.Job SummaryWe are seeking an experienced Senior Financial Director/Head of Finance to join our team. The successful candidate will be responsible for ensuring the efficient and effective management of our...
-
Strategic Financial Planning Director
7 days ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob DescriptionEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, renowned for its expertise in helping individuals and businesses thrive.As a Strategic Financial Planning Director, you will play a pivotal role in driving our company's growth and innovation. Your exceptional leadership skills,...
-
Senior Financial Planning Manager
1 month ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeLead a Team of Financial PlannersWe are seeking an experienced Financial Planning Leader to manage a team of 5 Financial Planners and provide advice to clients, while driving growth and expansion in Sussex.The ideal candidate will have a natural ability to lead from the front, with a proven track record of managing high-performing teams and delivering...
-
Strategic Financial Planning Manager
7 days ago
Brighton, Brighton and Hove, United Kingdom evelyn Partners Full timeAt Evelyn Partners, we are seeking an exceptional Strategic Financial Planning Manager to join our team. As a key member of our leadership group, you will play a vital role in driving business growth and delivering high-quality financial planning advice to our clients.The estimated salary for this position is $80,000 - $120,000 per annum, depending on...
-
Financial Planning Manager
2 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...
-
Financial Planning Manager
4 weeks ago
Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full timeFinancial Reporting and Planning RoleWe are seeking a talented Financial Reporting and Planning Manager to support our Retail division in delivering a robust and proactive expense management and financial accounting service.The ideal candidate will have a strong background in financial management reporting, with experience in managing large-scale financial...
-
Financial Planning Assistant
7 days ago
Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob OverviewWe are seeking a highly skilled Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd in Brighton. As a key member of the financial services team, you will be responsible for providing administrative support and assistance to financial advisers.The ideal candidate will have excellent communication and...
-
Financial Planning Manager
1 month ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our extensive range of financial and professional services includes:Key ResponsibilitiesAssign tasks and responsibilities to team members, ensuring seamless collaboration and...
-
Financial Planning Director
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAbout the Role:The ideal candidate for this position will be responsible for delivering high-quality financial planning and wealth management advice to our esteemed clients. This includes building and maintaining trusted relationships, executing business plans, and ensuring all advice is suitable and tailored to individual client needs.Key...
-
Chief Financial Planning Strategist
1 week ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeJob Summary:We are seeking an experienced and skilled Chief Financial Planning Strategist to join our team at Evelyn Partners.About the Role:The ideal candidate will have a strong background in financial planning, wealth management, and team leadership. As a Chief Financial Planning Strategist, you will be responsible for delivering high-quality financial...
-
Financial Planning Specialist
7 days ago
Brighton, Brighton and Hove, United Kingdom Blakemore Recruitment Full timeWe are currently recruiting for a Financial Planning Practice in Hove who require an experienced Paraplanner to join their growing business.The successful candidate will have the right mix of hard work and shining personality to thrive within this dynamic business, working closely with the Financial Adviser and Administration team.With a competitive starting...
-
Financial Planning Manager
4 weeks ago
Brighton, Brighton and Hove, United Kingdom LegalAndGeneral Full timeRole OverviewWe are seeking a highly skilled Expense Accountant to support the delivery of Group Protection financial targets by providing proactive financial and management accounting services.This is a hybrid working opportunity, allowing you to split your working week between your home and either our Hove or London Offices.Key ResponsibilitiesReport...
-
Team Leader
6 months ago
Brighton, United Kingdom Cineworld Group Plc Full time**Team Leader - Brighton**: Location Brighton Business Area: Cineworld Cinemas Job type: Full Time Contract **Salary**: 23500 per annum plus 1250 location allowance Job ref: 061636 Published: about 1 hour ago **See The Stars Beside The Seaside**: **Team Leader**: If it is a little more responsibility that you are after, the Team Leader role is just...
-
Financial Planning Administrator
6 months ago
Brighton, United Kingdom Idex Full timeI am working with a well established financial advice business who provide advice to individuals about their financial affairs including investments, pensions, life insurances, inheritance tax planning and trusts. They are looking to hire a Financial Planning Administrator for their office in Brighton and Hove. This is an excellent opportunity for someone...