Financial Planning Director

1 day ago


Chelmsford, Essex, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Financial Planning Director Opportunity

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 are seeking an experienced Financial Planning Director to join our team.

Key Responsibilities
  • Deliver financial planning and wealth management advice to clients across the East Anglia region
  • Build and develop trusted relationships with current and potential clients
  • Plan, implement, and execute the annual Business Plan in line with agreed individual expectations
  • Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date and technically accurate
  • Ensure clients have the right advice to achieve their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency
  • Work in partnership with Investment Management and Professional Services colleagues to develop client relationships
  • Maintain comprehensive client records and ensure they are accurate and up to date at all times
  • Assist in the induction, mentoring, and development of new Financial Planners
Requirements
  • Holds Chartership within Financial Planning
  • Experience of working as a Financial Planner
  • Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies and solutions
  • Strong relationship management skills
  • Experience of operating within a risk management framework, with a thorough understanding of the risks and threats pertaining to a private client business
What We Offer
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners Fund Solutions Limited, we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity, and inclusion initiatives across the organisation.



  • Chelmsford, Essex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Director OpportunityEvelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Director to join our team in the East Anglia region. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning and wealth management advice to our clients.Key...


  • Chelmsford, Essex, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Financial Planning Director OpportunityEvelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Director to join our team in the East Anglia region. As a key member of our financial planning team, you will be responsible for delivering exceptional financial planning and wealth management advice to our clients.Key...


  • Chelmsford, Essex, United Kingdom Evelyn Partners Full time

    Job Title: Director - Financial PlanningEvelyn 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, including wealth management, accountancy, and business advisory services.Job...


  • Chelmsford, Essex, United Kingdom Evelyn Partners Full time

    Job Title: Director - Financial PlanningEvelyn 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, including wealth management, accountancy, and business advisory services.Job...

  • Divisional Director

    3 weeks ago


    Chelmsford, Essex, United Kingdom Nigel James Associates Ltd Full time

    Role:Nigel James Associates Ltd is proud to partner with a distinguished financial services firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team. As a Divisional Director, you will work with internal stakeholders to obtain new clients and continue to...

  • Divisional Director

    3 weeks ago


    Chelmsford, Essex, United Kingdom Nigel James Associates Ltd Full time

    Role:Nigel James Associates Ltd is proud to partner with a distinguished financial services firm renowned for its fantastic reputation in the market. We are assisting them in securing a Divisional Director appointment within their financial planning team. As a Divisional Director, you will work with internal stakeholders to obtain new clients and continue to...

  • Financial Director

    1 day ago


    Chelmsford, Essex, United Kingdom Goodman Masson Full time

    Head of Finance OpportunityGoodman Masson is partnering with a leading housing association to find a highly skilled Head of Finance to join their team.Key Responsibilities:Ensure timely and accurate financial reporting and management accounts.Collaborate with senior leadership to align financial control initiatives with the organisation's strategic...

  • Financial Director

    1 day ago


    Chelmsford, Essex, United Kingdom Goodman Masson Full time

    Head of Finance OpportunityGoodman Masson is partnering with a leading housing association to find a highly skilled Head of Finance to join their team.Key Responsibilities:Ensure timely and accurate financial reporting and management accounts.Collaborate with senior leadership to align financial control initiatives with the organisation's strategic...

  • Financial Director

    2 weeks ago


    Chelmsford, Essex, United Kingdom Pursuit Resources Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Director to join our team at Pursuit Resources Group. As a key member of our leadership team, you will be responsible for leading the finance function and providing strategic financial guidance to support the growth and success of our business.Key ResponsibilitiesFinancial Planning and...

  • Financial Director

    2 weeks ago


    Chelmsford, Essex, United Kingdom Pursuit Resources Group Full time

    Job SummaryWe are seeking a highly skilled and experienced Financial Director to join our team at Pursuit Resources Group. As a key member of our leadership team, you will be responsible for leading the finance function and providing strategic financial guidance to support the growth and success of our business.Key ResponsibilitiesFinancial Planning and...


  • Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time

    **About Quilter Financial Planning**We are a leading provider of financial services, dedicated to delivering high-quality advice and exceptional customer service. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals.**Job Summary**We are seeking a highly skilled and motivated Mortgage and...


  • Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time

    **About Quilter Financial Planning**We are a leading provider of financial services, dedicated to delivering high-quality advice and exceptional customer service. Our team of experienced professionals is passionate about helping individuals and families achieve their financial goals.**Job Summary**We are seeking a highly skilled and motivated Mortgage and...


  • Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Mortgage and Protection SpecialistChambers Financial Services, a leading business in the industry, is seeking a highly skilled and experienced Mortgage & Protection Adviser to join their team. As a key member of the team, you will play a vital role in delivering exceptional mortgage and protection advice to clients.About the...


  • Chelmsford, Essex, United Kingdom Quilter Financial Planning Full time

    Unlock Your Potential as a Mortgage and Protection SpecialistChambers Financial Services, a leading business in the industry, is seeking a highly skilled and experienced Mortgage & Protection Adviser to join their team. As a key member of the team, you will play a vital role in delivering exceptional mortgage and protection advice to clients.About the...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial Advisor RoleWe are seeking a skilled and passionate individual to join our team as a Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key ResponsibilitiesCollaborate with advisers to craft recommendations and conduct thorough research and...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial Advisor RoleWe are seeking a skilled and passionate individual to join our team as a Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key ResponsibilitiesCollaborate with advisers to craft recommendations and conduct thorough research and...

  • Financial Director

    5 days ago


    Chelmsford, Essex, United Kingdom Pursuit Resources Group Full time

    Finance Manager Job DescriptionPursuit Resources Group is seeking a highly skilled Finance Manager to lead the finance function and provide strategic financial guidance to the business.Key ResponsibilitiesPrepare and present monthly management accounts and balance sheet reconciliations to the Directors.Oversee the production of statutory annual accounts and...

  • Financial Director

    5 days ago


    Chelmsford, Essex, United Kingdom Pursuit Resources Group Full time

    Finance Manager Job DescriptionPursuit Resources Group is seeking a highly skilled Finance Manager to lead the finance function and provide strategic financial guidance to the business.Key ResponsibilitiesPrepare and present monthly management accounts and balance sheet reconciliations to the Directors.Oversee the production of statutory annual accounts and...

  • Financial Director

    17 hours ago


    Chelmsford, Essex, United Kingdom Pursuit Resources Group Full time

    Finance ManagerPursuit Resources Group is seeking a highly skilled Finance Manager to lead the finance function and provide strategic financial guidance to the business.Key ResponsibilitiesPrepare and present monthly management accounts and balance sheet reconciliations to the Directors.Oversee the production of statutory annual accounts and ensure...

  • Financial Director

    14 hours ago


    Chelmsford, Essex, United Kingdom Pursuit Resources Group Full time

    Finance ManagerPursuit Resources Group is seeking a highly skilled Finance Manager to lead the finance function and provide strategic financial guidance to the business.Key ResponsibilitiesPrepare and present monthly management accounts and balance sheet reconciliations to the Directors.Oversee the production of statutory annual accounts and ensure...