Director of Wealth Management

3 weeks ago


WellsnexttheSea, Norfolk, United Kingdom Evelyn Partners Full time

Evelyn Partners is a leading integrated wealth management and professional services group, offering a wide range of financial and professional services to individuals, family trusts, and businesses.

As a Director of Wealth Management, you'll play a critical role in driving business growth and delivering exceptional client service. The estimated salary for this position is £70,000 - £90,000 per annum, depending on experience.

About the Role

We're seeking a highly experienced professional with a strong background in wealth management and leadership. As a Director of Wealth Management, you'll be responsible for developing and implementing strategies to grow new business and retain existing clients.

Your key responsibilities will include:

  • Leading a team of financial planners and advisors to achieve business objectives and improve client satisfaction
  • Developing and executing strategies to grow new business and retain existing clients
  • Building and maintaining strong relationships with clients to understand their financial goals and objectives
  • Collaborating with internal teams to deliver holistic advice to clients

You'll work closely with our Investment Management and Professional Services teams to develop and execute strategies that drive business growth and deliver exceptional client service.

To be successful in this role, you'll need:

  • A minimum of a Level 4 qualification in Financial Planning or equivalent
  • Previous experience in a financial planning or advisory role, preferably with HNW private clients
  • Strong leadership and people management skills
  • Excellent communication and relationship-building skills
  • Ability to work collaboratively as part of a team
Benefits

We offer a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday.

We're proud to be an inclusive employer and value diversity in all its forms. We have a range of employee resource groups and are committed to delivering diversity, equity, and inclusion initiatives across the organization.



  • Wells-next-the-Sea, Norfolk, United Kingdom Evelyn Partners Full time

    Job Summary:We are seeking a talented Finance Director to lead our Financial Planning team. This role involves assigning tasks, monitoring performance, mentoring staff, and building client relationships. The successful candidate will have a minimum of a Level 4 qualification in Financial Planning or equivalent and previous experience within a Financial...


  • Wells-next-the-Sea, Norfolk, United Kingdom Evelyn Partners Full time

    Company Overview:Evelyn Partners is the UK's leading integrated wealth management and professional services group. With over 186 years of experience, we have helped 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...


  • Wells-next-the-Sea, Norfolk, United Kingdom Evelyn Partners Full time

    The position of Director - Financial Planning at Evelyn Partners presents an exceptional opportunity for a skilled professional to lead high-performing teams and deliver outstanding results. With an estimated salary range of £80,000 to £120,000 annually, this role demands strong leadership, communication, and technical skills.About the RoleYou will be...


  • Wells-next-the-Sea, Norfolk, United Kingdom A.F. Blakemore & Son Ltd Full time

    Take on a Customer Experience Director role with A.F. Blakemore & Son Ltd at the Tenbury Wells SPAR store and elevate your career!About the RoleWe're seeking a results-driven and community-oriented individual with a passion for retail to drive growth and success in this pivotal role. With a competitive salary of £50 per hour, plus bonus opportunities,...


  • Wells-next-the-Sea, Norfolk, United Kingdom INFINITY GROUP Full time

    About Infinity GroupInfinity Group is an innovative Microsoft Cloud Solution Partner based in the UK. Our team excels in providing award-winning IT Support, Digital Transformation, and Microsoft Dynamics 365 Consultancy services.Compensation PackageThe salary range for this position is £80,000 - £110,000 per annum, plus bonus and shares.About the RoleThe...


  • Wells-next-the-Sea, Norfolk, United Kingdom Compass Group UK & Ireland Full time

    Job ResponsibilitiesThe successful candidate will be responsible for:Preparing high-quality food according to established standardsSupervising culinary and catering teams to ensure seamless food and customer service deliveryOverseeing inventory management, budget monitoring, and implementing action plans to drive efficiencyCommunicating regularly with line...


  • Wells-next-the-Sea, Norfolk, United Kingdom Evelyn Partners Full time

    About the Role:The Finance Director of Financial Planning will be responsible for executing the annual Business Plan, structuring client meetings, and ensuring clients have the right advice to achieve their financial objectives. This role also involves working with Investment Management and Professional Services colleagues to develop client relationships.Key...


  • Gorleston-on-Sea, Norfolk, United Kingdom Oakhill Recruitment Full time

    Job Title: Contract AccountantAbout the Role:We are seeking a highly skilled Contract Accountant to provide day-to-day support in accounts. Reporting to our directors, you will be responsible for managing sales and purchase ledgers, processing payroll, preparing monthly reports, and analyzing costs and profitability.This is an ideal role for an experienced...


  • Gorleston-on-Sea, Norfolk, United Kingdom Luton Bennett Full time

    A top UK-based company, Luton Bennett, is currently recruiting an R&D Manager to join their expanding team. This role presents an excellent opportunity to work on the development of cutting-edge electronic products. As part of this esteemed organization, you will be responsible for overseeing product design, setting and monitoring team objectives, and...


  • Gorleston-on-Sea, Norfolk, United Kingdom Luton Bennett Full time

    ResponsibilitiesOversee the NPD process and manage a team responsible for product designSet and monitor team objectives, conduct day-to-day management, annual reviews, and recruitmentOversee design verification, BOMs, training, and other essential tasksRequirementsHold a degree (or equivalent) in a relevant engineering subject, such as electrical...


  • Gorleston-on-Sea, Norfolk, United Kingdom Luton Bennett Full time

    Competitive salary estimated at £60,000 - £80,000 per annum.About Luton BennettLuton Bennett is a global leader in subsea equipment, renowned for the quality of their products. As an R&D Manager, you will play a pivotal role in the development of innovative solutions, working closely with the Group Products and Technology Director.Job DescriptionThe...


  • Gorleston-on-Sea, Norfolk, United Kingdom Austin Fraser Full time

    Job DescriptionAbout the Role:The successful candidate will be responsible for managing the entire product development lifecycle, from initiation to planning and execution.Key responsibilities include leading and managing the R&D team, ensuring objectives are set and achieved, as well as day-to-day operations run smoothly.The ideal candidate will have...


  • The City, United Kingdom Clearwater Wealth Management Full time

    Telemarketing AssociateJob descriptionAre you a skilled communicator with a passion for finance and ambition to succeed? If so, we want to hear from you!Position: Prospect TelemarketingLocation: LondonEmployment Type: Full-time Salary: Competitive base + performance bonus At Clearwater Wealth Management, we offer expert guidance to help clients achieve their...


  • Tunbridge Wells, United Kingdom Blakemore Recruitment Full time

    **Location - Tunbridge Wells** **Salary - £35,000 - £45,000** **Full time, Permanant.** Blakemore Recruitment are proudly assisting our Wealth and Asset Management client seek a Wealth Planning Assistant to joint their growing client support team. This is an excellent opportunity to join a successful and fast-growing national organisation with the...


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

    Wealth Management ExpertEvelyn Partners Group is seeking an experienced Wealth Management Expert to join our private client wealth management team in Tunbridge Wells. As a key member of our team, you will be responsible for providing expert advice and guidance to our clients on their wealth management needs.Job DescriptionWe are looking for a highly skilled...


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

    About the RoleEvelyn Partners invites applications for the position of Director: Financial Planning. As a senior member of our team, you will play a crucial role in developing and executing our financial planning strategy.ResponsibilitiesDevelop and implement financial planning strategies that align with company goals.Provide expert advice to clients on...

  • Administrator

    7 months ago


    Royal Tunbridge Wells, United Kingdom Armstrong Wealth Full time

    Are you an experienced Financial Services Administrator with great attention to detail ? Are you an enthusiastic self starter - you could be the person we need. Armstrong Wealth is a successful Wealth Management business based in Tunbridge Wells. We are looking for an experienced individual to join our team providing administrative support to the...


  • Wells-next-the-Sea, United Kingdom Evelyn Partners Full time

    This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.Company DescriptionEvelyn 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...

  • Financial Adviser

    7 months ago


    Royal Tunbridge Wells, United Kingdom Eight Wealth Management Ltd Full time

    **Self Employed and Employed Financial Advisers wanted!** **Tunbridge Wells and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Tunbridge Wells branch. We have a client bank ready for the right person but want this person to build their own...


  • Tunbridge Wells, Kent, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    The successful candidate will have the opportunity to work in a friendly local office with a supportive and inclusive environment that prioritises learning and development.About the RoleThis role involves working with all Assistant Managers, Associate Directors, and Directors across their portfolio and benefiting from having a diverse array of people to...

  • Financial Adviser

    7 months ago


    Royal Tunbridge Wells, United Kingdom Eight Wealth Management Ltd Full time

    **Self Employed Financial Advisers wanted!** **Tunbridge Wells and surrounding** **Eight Wealth Management** At Eight Wealth Management we are currently looking for an experienced, Diploma qualified Financial Adviser to join our Tunbridge Wells branch. We have a client bank ready for the right person but want this person to build their own bank over...


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

    Evelyn Partners is the UK's leading integrated wealth management and professional services group, with a long history of helping individuals and businesses thrive. We are seeking a Wealth Management Specialist to join our Private Client Tax team in Tunbridge Wells.As a Wealth Management Specialist, you will be responsible for developing new business into...


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

    A highly skilled Private Wealth Management Professional is needed to join Evelyn Partners' Private Client Tax team. This is an exciting opportunity to work with high-net-worth individuals and families, providing expert tax advice and guidance on complex financial matters.Evelyn Partners is a leading integrated wealth management and professional services...


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

    Career OpportunityWe are seeking a highly skilled Wealth Management Professional to join our private client service team. As a senior member of our team, you will be responsible for providing expert advice on tax and financial matters to our clients.You will work closely with our clients to understand their needs and objectives, providing tailored solutions...


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

    Job Description:We are seeking a highly experienced Private Client Tax Associate Director to join our team at Evelyn Partners in Royal Tunbridge Wells. The successful candidate will be responsible for working with all Assistant Managers, Managers, and Directors in the team across their portfolio and benefiting from having a diverse array of people to support...


  • Tunbridge Wells, Kent, United Kingdom Recruit UK Ltd. Full time

    We are seeking a skilled Wealth Management Administrator to join our team in Tunbridge Wells. This exciting opportunity offers a salary of £26,000 - £36,000 per annum and provides excellent prospects for career development in the financial services sector.Key Responsibilities:In this role, you will collaborate with our client's professionals to deliver...


  • The City, United Kingdom Hunter Savage Full time

    Private Wealth AssociateLocation: Hybrid (London-based firm)Salary: Competitive with excellent benefitsWe are looking for an ambitious Private Wealth Associate to join a top-tier legal firm known for its work with UHNW and HNW clients. This role is ideal for a proactive and detail-oriented lawyer who thrives on solving complex problems and delivering...

  • Financial Adviser

    7 months ago


    Royal Tunbridge Wells, United Kingdom Eight Wealth Management Ltd Full time

    **Fantastic opportunity for both Employed and Self Employed Advisers** Want to join a company who is taking positive action to embrace Consumer Duty and passionate about putting the client at the heart of everything we do? Then join Eight Wealth Management, a Principal Partner Practice of SJP. We currently have a fantastic opportunity for both employed...


  • Wells-next-the-Sea, United Kingdom Hays Accounts and Finance Full time

    Are you a qualified or part-qualified accountant seeking an exciting transition from practice to industry? An exciting opportunity has arisen for an ambitious professional to join a dynamic team as a Finance Business Partner. Reporting to the Finance Director, you will be mentored and supported to reach your full potential.Based on a rural estate, nestled...


  • 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...


  • Wells-next-the-Sea, United Kingdom Hays Accounts and Finance Full time

    Are you a qualified or part-qualified accountant seeking an exciting transition from practice to industry? An exciting opportunity has arisen for an ambitious professional to join a dynamic team as a Finance Business Partner. Reporting to the Finance Director, you will be mentored and supported to reach your full potential.Based on a rural estate, nestled...


  • Southend-on-Sea, Southend-on-Sea, United Kingdom Armstrong Knight Full time

    Job Summary:Armstrong Knight is seeking a Wealth Management Specialist to join our team. The successful candidate will be responsible for managing a portfolio of private clients, ensuring timely completion of tax returns and associated computations.Key Responsibilities:Delivering high-quality tax services to private clients, including self-assessment tax...