Financial Planning Executive

1 day ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

About the Role

We are seeking an experienced Financial Planning Executive to join our team at Evelyn Partners. This is a unique opportunity for a skilled professional to take on a challenging role and contribute to the success of our organisation.

Job Description

The ideal candidate will have a strong background in financial planning and wealth management, with experience working with high net worth private clients. You will be responsible for delivering financial planning and wealth management advice to our clients, working within the context of an agreed business plan.

You will be required to monitor team performance, execute the annual business plan, build new client relationships, and maintain and develop existing client relationships through effective ongoing service. You will also ensure that clients have the right advice to achieve their financial objectives, while understanding and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients.

Required Skills and Qualifications

The successful candidate will hold a level 6 qualification in CII Financial Planning or equivalent aspiring for Level 7. Previous experience within a Financial Planning / Advisory role to HNW private clients is essential. Performance management skills are also highly desirable.

Benefits

We offer a competitive salary of £60,000 per annum, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave. Additionally, you will have access to ongoing training and development opportunities to enhance your skills and knowledge.

About Evelyn Partners

Evelyn Partners is a leading provider of wealth management and accountancy services. We pride ourselves on delivering exceptional client service and providing expert advice to individuals, businesses, and charities. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Job OverviewEvelyn Partners, a leading financial services firm, is seeking an exceptional individual to fill the role of Director Financial Planning. This key position demands expertise in delivering top-notch financial planning and wealth management advice to high net worth private clients.The ideal candidate will be responsible for developing trusted...


  • Tunbridge Wells, Kent, United Kingdom AXA Group Full time

    About the RoleIn this key Finance role at AXA Health, you will take ownership of strategic financial planning, budgeting, and performance analysis. You will support AXA Health Executives to achieve financial results and manage stakeholder understanding of business performance.ResponsibilitiesOwn the communication of financial results to summarise current...


  • Tunbridge Wells, Kent, United Kingdom AXA Group Full time

    A key role within AXA Health has become available to take ownership of strategic financial planning, budgeting, and performance analysis.You will support AXA Health executives to achieve financial results and manage stakeholder understanding of business performance within the wider AXA UK and AXA Group.You will need strong leadership skills to effectively...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Job SummaryEvelyn Partners is seeking a highly skilled Director: Financial Planning to lead our financial planning and wealth management services. As a key member of our team, you will be responsible for delivering tailored advice to clients, working within the context of an agreed business plan.Key ResponsibilitiesTo be responsible for delivering financial...


  • Tunbridge Wells, Kent, United Kingdom evelyn Partners Full time

    Job Title: Financial Planning DirectorWe are seeking an experienced Financial Planning Director 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 high net worth private clients.About the Role:This is a senior leadership role within our...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Role OverviewWe are seeking a highly experienced and skilled Financial Planning Manager to join our team at Evelyn Partners. As a key member of our wealth advisory team, you will be responsible for leading client relationships and driving business growth.In this role, you will have the opportunity to work with high net worth individuals and businesses,...


  • Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    This is a Financial Paraplanner position that can be either full or part-time, offering very flexible working arrangements. The company has a luxurious office space with a gym and on-site restaurant.Job DescriptionWe are seeking a skilled individual to assist financial advisors in preparing comprehensive financial plans and investment strategies for...


  • Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full time

    Financial Planning RoleWe are seeking a highly skilled Financial Planning Professional to join our team at Hitchell Financial Planning in Tunbridge Wells. As a key member of our close-knit team, you will play a crucial role in delivering exceptional client outcomes and contributing to the growth of our business.About the RoleThis dynamic position involves...


  • Tunbridge Wells, Kent, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job SummaryThis is a full or part-time position that offers flexible working arrangements. The ideal candidate should be able to drive as the office location requires it. With a luxurious office space, including a gym and on-site restaurant, this role presents an excellent opportunity for those seeking a comfortable work environment.Key...


  • Tunbridge Wells, Kent, United Kingdom Recruitment Rebellion Full time

    About UsAs a family-run practice, Hitchell Financial Planning has been providing expert independent advice since 1978. We specialise in offering tailored financial solutions to clients with complex planning needs where we can add the most value.Role OverviewWe are looking for an experienced Paraplanner to join our team in Tunbridge Wells. As a key member of...


  • Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full time

    Michael Page (UK) is seeking a highly skilled Financial Services Executive to join our team. As a key member of our finance team, you will be responsible for managing the processing of payroll for all employees, ensuring accuracy and compliance with regulatory requirements.About the PositionOversee the processing of payroll for all employees on a regular...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Leadership OpportunityEvelyn Partners seeks a talented Director: Financial Planning to drive the success of our financial planning and wealth management services. As a leader in your field, you will be responsible for delivering high-quality advice to clients and contributing to the growth of our business.Main ResponsibilitiesLead the development and...


  • Tunbridge Wells, Kent, United Kingdom Mandeville Full time

    Mandeville Tool Hire Manager OpportunityWe are Mandeville, a leading construction products distributor with a successful branch seeking an experienced Tool Hire Manager. This is a fantastic chance to lead a department and make a significant impact in the industry. With excellent career progression and rewards, you will be responsible for developing and...


  • Tunbridge Wells, Kent, United Kingdom Blue Arrow Full time

    Job Title: Executive Chef LeaderSalary Range: £33,000 - £35,000 per annum (full-time, permanent)Location: Tunbridge Wells, a Care homeKey Responsibilities:Develop and implement seasonal menus with a focus on quality ingredients.Establish relationships with reliable suppliers for products and services.Maintain organized store cupboards and food storage...


  • Tunbridge Wells, Kent, United Kingdom Michael Page (UK) Full time

    About the RoleThe Financial Business Alliance Leader will play a crucial role in developing strong relationships with stakeholders, including FDs and Business Unit Executives. You will provide meaningful analysis to drive cost management and wider strategic goals, reviewing and challenging budgets and forecasts.


  • Tunbridge Wells, Kent, United Kingdom evelyn Partners Full time

    Job Title: Head of Financial ServicesEvelyn Partners is seeking an experienced Head of Financial Services to lead our Financial Planning team. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our high net worth private clients.About the Role:This is a senior leadership role...


  • Tunbridge Wells, Kent, United Kingdom Charity Link Full time

    Job OpportunityWe're excited to announce a new job opportunity for a Field Sales Executive with a focus on charity work. As a key member of our team, you will be responsible for promoting our charity services to residents across the UK.Main ResponsibilitiesPromote charity services to individuals and families.Work collaboratively with colleagues to achieve...

  • Financial Controller

    3 months ago


    Tunbridge Wells, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance Manager Job DescriptionWe are seeking a highly skilled and experienced Finance Manager to join our team at beBee Professionals in Royal Tunbridge Wells, United Kingdom.Key Responsibilities:Develop and implement financial plans, forecasts, and budgets to ensure the company's financial health and compliance with regulations.Oversee financial reporting,...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

    Head of Financial StrategyWe are seeking a highly experienced Head of Financial Strategy to lead our financial planning and wealth management team at Evelyn Partners. This is a unique opportunity for a skilled professional to take on a strategic leadership role and contribute to the growth and success of our organisation.Job DescriptionThe ideal candidate...


  • Tunbridge Wells, Kent, United Kingdom beBee Professionals Full time £45,000 - £65,000

    beBee Professionals is seeking a highly skilled Financial Manager to join our finance team in Royal Tunbridge Wells, United Kingdom. As a key member of our team, you will be responsible for financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial...