Financial Planning Director
1 day ago
Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team of experts offers a comprehensive range of financial and professional services to meet the evolving needs of our clients.
Key Responsibilities- Monitor team performance and execute the annual Business Plan in line with agreed individual targets.
- Build and maintain client relationships through effective ongoing service to minimize attrition.
- Ensure clients receive tailored advice to achieve their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
- Conduct regular client reviews to adapt to changing risk attitudes and strategic requirements.
- Collaborate with Investment Management and Professional Services colleagues to develop client relationships.
- Maintain accurate and up-to-date client records in line with Group policy.
- Previous experience in a Financial Planning/Advisory role.
- Performance management experience.
- Competitive salary.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Hybrid working model.
- Generous holiday package.
- Option to purchase additional holiday.
- Shared parental leave.
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Financial Planning Director
2 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time{"title": "Financial Planning Director", "content": "Role OverviewEvelyn 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...
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Financial Planning Director
2 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time{"title": "Financial Planning Director", "content": "Role OverviewEvelyn 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...
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Financial Planning Director
1 day ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in delivering exceptional client service and driving business growth.Key ResponsibilitiesDevelop and execute comprehensive financial...
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Financial Planning Director
1 day ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in delivering exceptional client service and driving business growth.Key ResponsibilitiesDevelop and execute comprehensive financial...
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Financial Planning Director
3 days ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners 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 talented individual to join our team as a Financial Planning Director.Key...
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Financial Planning Director
3 days ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAbout the RoleEvelyn Partners 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 talented individual to join our team as a Financial Planning Director.Key...
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Financial Planning Director
3 weeks ago
Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout 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...
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Financial Director and Planning Expert
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Brighton, Brighton and Hove, United Kingdom AMG Search Full timeAMG 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...
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Financial Director and Planning Expert
1 week ago
Brighton, Brighton and Hove, United Kingdom AMG Search Full timeAMG 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...
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Brighton, Brighton and Hove, United Kingdom evelyn Partners Full timeAbout 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...
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Financial Planning Director
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Financial Planning Director
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Director of Financial Planning and Strategy
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Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full timeAbout 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...
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Director of Financial Planning and Strategy
3 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 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...
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Director of Financial Planning and Strategy
2 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 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...
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Director of Financial Planning and Strategy
2 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 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...
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Financial Planning Director
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Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeLead a Team of Financial PlannersWe 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 business growth.The ideal candidate will have a natural ability to lead from the front, a thirst for...
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Financial Planning Director
3 days ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeLead a Team of Financial PlannersWe 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 business growth.The ideal candidate will have a natural ability to lead from the front, a thirst for...
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Financial Planning Director
1 day ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeLead a Team of Financial PlannersWe 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.This is an opportunity to create a powerhouse in Sussex, working with a household name that values...
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Financial Planning Director
1 day ago
Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full timeLead a Team of Financial PlannersWe 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.This is an opportunity to create a powerhouse in Sussex, working with a household name that values...