Financial Planning Director

7 days ago

Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time
{"title": "Financial Planning Director", "content": "Role Overview

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. We offer a comprehensive range of financial and professional services to our clients, and we're seeking a skilled Financial Planning Director to join our team.

Key Responsibilities
  • Develop and implement financial planning strategies to meet clients' needs and goals
  • Build and maintain strong relationships with clients, providing exceptional service and advice
  • Work collaboratively with our Investment Management and Professional Services teams to deliver holistic financial solutions
  • Stay up-to-date with industry developments and regulatory changes, ensuring our clients receive the best possible advice
  • Manage and maintain accurate client records, ensuring compliance with our policies and procedures
Requirements
  • Relevant qualifications, such as a Level 4 or above, and a Statement of Professional Standing
  • Proven experience in financial planning, with a strong track record of delivering results
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Ability to work under pressure, prioritizing tasks and managing multiple projects simultaneously
  • Strong analytical and problem-solving skills, with the ability to analyze complex financial data and provide tailored advice
What We Offer
  • A competitive salary and benefits package, including private medical insurance, life assurance, and pension contributions
  • Opportunities for professional development and growth, with access to training and mentorship programs
  • A dynamic and supportive work environment, with a strong focus on teamwork and collaboration
  • A chance to work with a leading integrated wealth management and professional services group, with a reputation for excellence and innovation
", "lang_code": "en-US"}

  • Financial Planning Director

    2 weeks ago

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

    About the RoleEvelyn 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 mission is to provide exceptional financial and professional services to our clients, and we're seeking a talented individual to join our team as a Financial...

  • Financial Director and Planning Expert

    4 days ago

    Brighton, Brighton and Hove, United Kingdom AMG Search Full time

    AMG Search is seeking a Financial Planner & Director to lead a team of financial planners and manage a portfolio of high net worth clients. The ideal candidate will have Chartered Financial Planner status, expertise in dealing with high net worth clients, and knowledge of pensions, investments, protection, taxation planning & trusts. As a senior Financial...

  • Financial Director and Planning Expert

    4 days ago

    Brighton, Brighton and Hove, United Kingdom AMG Search Full time

    AMG Search is seeking a Financial Planner & Director to lead a team of financial planners and manage a portfolio of high net worth clients. The ideal candidate will have Chartered Financial Planner status, expertise in dealing with high net worth clients, and knowledge of pensions, investments, protection, taxation planning & trusts. As a senior Financial...

  • Director of Financial Planning and Wealth Management

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom evelyn Partners Full time

    About the RoleWe are seeking an experienced Director of Financial Planning and Wealth Management to join our team at evelyn Partners. As a key member of our financial planning team, you will be responsible for delivering high-quality financial planning and wealth management advice to our clients.Key ResponsibilitiesClient Relationship Management: Build and...

  • Financial Planning Director

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Job Opportunity: Financial Planning LeaderAbout the Role:We are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.Key Responsibilities:Lead a team of 5 Financial Planners and provide guidance and...

  • Financial Planning Director

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Job Opportunity: Financial Planning LeaderAbout the Role:We are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.Key Responsibilities:Lead a team of 5 Financial Planners and provide guidance and...

  • Director of Financial Planning and Strategy

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a 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.We...

  • Director of Financial Planning and Strategy

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a 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.We...

  • Director of Financial Planning and Strategy

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals and businesses thrive.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

  • Director of Financial Planning and Strategy

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About Evelyn PartnersEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of over 186 years of experience in helping individuals and businesses thrive.We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...

  • **Director of Financial Planning and Team Leadership**

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom evelyn Partners Full time

    About the RoleWe are seeking an experienced and skilled Director of Financial Planning and Team Leadership to join our team at Evelyn Partners. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesBuild and Develop Trusted Relationships: Establish and...

  • Financial Director and Planner

    9 hours ago

    Brighton, Brighton and Hove, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.This is an outstanding opportunity for a senior Financial Planner or manager to lead a team of advisers and manage their own portfolio of clients.As Financial Planner & Director, you will be...

  • Financial Director and Planner

    11 hours ago

    Brighton, Brighton and Hove, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.This is an outstanding opportunity for a senior Financial Planner or manager to lead a team of advisers and manage their own portfolio of clients.As Financial Planner & Director, you will be...

  • Financial Planning Director

    4 days ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Lead a Team of Financial Planners and Drive Growth in SussexWe are seeking an experienced Financial Planner to lead our team of 5 Financial Planners in Sussex. As a Financial Planning Leader, you will be responsible for managing the team, providing advice to clients, and driving growth in the region.The ideal candidate will have a natural ability to lead...

  • Financial Planning Director

    4 days ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Lead a Team of Financial Planners and Drive Growth in SussexWe are seeking an experienced Financial Planner to lead our team of 5 Financial Planners in Sussex. As a Financial Planning Leader, you will be responsible for managing the team, providing advice to clients, and driving growth in the region.The ideal candidate will have a natural ability to lead...

  • Financial Director

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Page Personnel Finance Full time

    Job Title: Financial DirectorAbout the Role:We are seeking a highly skilled Financial Director to join our team at Page Personnel Finance. As a key member of our finance department, you will be responsible for overseeing the financial operations of our company.Key Responsibilities:Supervise and manage a team of finance professionalsDevelop and implement...

  • Financial Director

    2 weeks ago

    Brighton, Brighton and Hove, United Kingdom Page Personnel Finance Full time

    Job Title: Financial DirectorAbout the Role:We are seeking a highly skilled Financial Director to join our team at Page Personnel Finance. As a key member of our finance department, you will be responsible for overseeing the financial operations of our company.Key Responsibilities:Supervise and manage a team of finance professionalsDevelop and implement...

  • Financial Planning and Analysis Manager

    7 hours ago

    Brighton, Brighton and Hove, United Kingdom KennedyPearce Consulting Full time

    Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at KennedyPearce Consulting. As a key member of our finance team, you will be responsible for providing strategic financial guidance and support to our clients.Key Responsibilities:Financial Analysis and Planning: Develop and...

  • Financial Planning and Analysis Manager

    5 hours ago

    Brighton, Brighton and Hove, United Kingdom KennedyPearce Consulting Full time

    Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at KennedyPearce Consulting. As a key member of our finance team, you will be responsible for providing strategic financial guidance and support to our clients.Key Responsibilities:Financial Analysis and Planning: Develop and...

  • Financial Planning and Analysis Manager

    3 days ago

    Brighton, Brighton and Hove, United Kingdom KennedyPearce Consulting Full time

    Financial Planning and Analysis ManagerWe are seeking a highly skilled Financial Planning and Analysis Manager to join our team at KennedyPearce Consulting. As a key member of our finance team, you will play a pivotal role in driving business growth and success through strategic financial planning and analysis.Key Responsibilities:Financial Analysis and...