Strategic Financial Planning Manager

Evelyn Partners, a leading UK-based integrated wealth management and professional services group, is seeking a seasoned Financial Planning Director to drive business growth and excellence. With over 186 years of experience in helping individuals and businesses thrive, we offer a wide range of financial and professional services.We pride ourselves on our core...

Financial Reporting and Planning RoleWe are seeking a talented Financial Reporting and Planning Manager to support our Retail division in delivering a robust and proactive expense management and financial accounting service.The ideal candidate will have a strong background in financial management reporting, with experience in managing large-scale financial...

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. Our extensive range of financial and professional services includes:Key ResponsibilitiesAssign tasks and responsibilities to team members, ensuring seamless collaboration and...

Job DescriptionWe are seeking a skilled Financial Reporting & Planning Manager to join our team on a 12 Month Fixed Term Contract basis. As part of our Retail division, you will be responsible for providing financial management information and key performance indicators that enable the business to meet its key strategic objectives.This is a hybrid working...

Key Responsibilities:To deliver financial planning and wealth management advice to clients, working within an agreed business plan. All advice given must be suitable, tailored, and personalized to the client and in line with advice and control policies.Some Key Tasks:Assign tasks and responsibilities to team membersMonitor team performance, mentor, manage,...

We are seeking a Financial Planning and Analysis Leader to join our team at Kennedy Pearce Consulting Careers. As a key member of our finance department, you will be responsible for developing and implementing financial models to support business planning and strategic decisions.Key Responsibilities:Present financial analysis, including variance,...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Evelyn Partners. As a key member of our financial planning team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement financial plans that meet the needs of our...

Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...

Job SummaryWe are seeking a highly skilled and experienced Financial Planning Manager to join our team at Evelyn Partners. As a key member of our financial services team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key Responsibilities:Develop and maintain trusted relationships with clients to deliver...

At Evelyn Partners, we are seeking a skilled Financial Planning Manager to join our team. This role is critical in delivering financial planning and wealth management advice to our clients. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, executing the annual business plan, and...

Job Title: Financial Planning Team LeaderEvelyn 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 looking for a skilled Financial Planning Team Leader to join our...

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. Our team is driven by a strong set of core values, including Personal, offering tailored advice based on a deep understanding of our clients' needs, and Performance, delivering...

Role OverviewWe are seeking a highly skilled Expense Accountant to support the delivery of Group Protection financial targets by providing proactive financial and management accounting services.This is a hybrid working opportunity, allowing you to split your working week between your home and either our Hove or London Offices.Key ResponsibilitiesReport...

Job OverviewWe are seeking a skilled Financial Reporting and Planning Manager to join our team at Legal & General. The successful candidate will be responsible for managing the monthly consolidation of expense reporting and regular reforecast activities for the Retail division. This will involve ensuring the integrity, completeness, and consistency of all...

About the RoleWe are seeking an exceptional Financial Planning Team Lead to join our team at Evelyn Partners. As a key member of our team, you will be responsible for delivering financial planning and wealth management advice to our clients. This is an exciting opportunity for a dynamic and experienced professional to lead our financial planning team and...

Job Description:Strategic Insights and Planning DirectorBupaThis role plays a key part in helping our customer-facing colleagues deliver exceptional standards of customer service and patient care.As Strategic Insights and Planning Director, you will manage a team of high-performing specialists and provide accurate and pragmatic management information to...

About the RoleAs a Senior Financial Planning Manager at Evelyn Partners, you will have the opportunity to lead and develop trusted relationships with high net worth private clients. This role requires delivering financial planning and wealth management advice, while working within the context of an agreed business plan.

We are seeking a highly skilled and accomplished Financial Planning Director to join our team at Evelyn Partners.Your primary responsibility will be to provide expert financial planning and wealth management advice to clients, while also mentoring and managing a team of professionals to ensure seamless delivery of our services.In this role, you will be...

Role OverviewEvelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Director to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial planning and wealth management advice to our clients.The ideal candidate will have a proven track record of success in...

Job SummaryEvelyn Partners is seeking a highly skilled Financial Planning Director to join our team. As a key member of our financial planning department, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and implement financial plans tailored to individual client needsProvide...