Financial Planning Leader

1 day ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time
Job Summary

Evelyn 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 Responsibilities
  • To be responsible for delivering financial planning and wealth management advice that meets the needs of our clients.
  • Work within the context of an agreed business plan to ensure alignment with company objectives.
  • Maintain accurate and up-to-date client records in line with Group policy.
Requirements
  1. Holds a level 6 qualification in CII Financial Planning or equivalent aspiring for Level 7.
  2. Prior experience within a Financial Planning / Advisory role to HNW private clients.
  3. Excellent performance management skills.
Compensation and Benefits

We offer a competitive salary of £80,000 - £100,000 per annum, along with a range of benefits including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.



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