Wealth Planning

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...

**Job title: IFA Administrator / Wealth Planning Administrator** **Location: Brighton** **Salary: £25,000 - £35,000 depending upon experience** Are you an IFA Administrator / Wealth Planning Administrator who loves supporting and being part of a team? If so, we may have the perfect opportunity for you. Our client, a well-established firm are looking...

About This RoleWe're seeking an experienced Director of Financial Planning and Strategy to join our team at Evelyn Partners.Key ResponsibilitiesClient RelationshipsBuild and maintain trusted relationships with current and potential clientsFinancial Planning and Wealth ManagementDeliver high-quality financial planning and wealth management adviceTeam...

Job 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...

About the RoleAs a Senior Financial Planning Manager at Evelyn Partners, you will have the opportunity to lead and develop trusted relationships with high net worth private clients. This role requires delivering financial planning and wealth management advice, while working within the context of an agreed business plan.

About 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...

At 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...

Private Banker | S3 | Wealth Country: United Kingdom **Interested in part-time, job-share or flexible working? We want to talk to you!** **Join our community.** Our clients value our advice. They value our support and trust our expertise. They have big plans for their money. And that’s where you come in as their trusted advisor. You’ll be...

About 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...

About 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...

We are seeking a skilled Estate Planning Specialist to join our team at Acumen Law. This is an exciting opportunity for a motivated professional with expertise in private client work.Job Summary:As an Estate Planning Specialist, you will be responsible for advising clients on estate planning to ensure the efficient transfer of wealth and assets. You will...

Evelyn 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...

About Evelyn Partners Fund Solutions LimitedWe are a leading integrated wealth management and professional services group in the UK, with over 186 years of experience helping generations of individuals and businesses thrive. Our mission is to provide an award-winning service by employing the best people, placing the power of good advice into more hands.

Job 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,...

Overall purpose of the job We are looking for an Administrator to join our successful and award-winning firm of Chartered Financial Planners and to support the Financial Planners in their role.  About Benchmark Our award-winning, proprietary solutions cover regulatory, platform and investment services, and are designed to support advisers at every...

Job 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...

Evelyn 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...

Job OverviewEvelyn Partners, a leading financial services firm, is seeking an experienced Strategic Financial Planning Manager to join their team. As a key member of the organization, you will be responsible for delivering high-quality financial planning and wealth management advice to clients.Key ResponsibilitiesDevelop and implement comprehensive financial...

Company 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...

As a key member of the Nigel James Associates Ltd team, you will play a pivotal role in helping high net worth individuals achieve their financial goals. With a strong focus on business development and relationship building, this exciting opportunity will see you working closely with investment managers and professional introducers to grow your client base....