Financial Planning Director

3 weeks ago


Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time
Lead a Team of Financial Planners

We are seeking an experienced Financial Planner to lead our team of 5 Financial Planners in Sussex. As a Financial Planning Leader, you will be responsible for managing the team, providing advice to clients, and driving business growth.

The ideal candidate will have a natural ability to lead from the front, a thirst for growth, and a drive to take the team and region forward. You will have great energy, enthusiasm, and the ability to challenge the Partner you report into.

We offer an above market salary of up to £120,000, two bonus schemes, and benefits. If you are a motivated and experienced Financial Planner looking for a new challenge, please apply.

About the Role:

  • Lead a team of 5 Financial Planners
  • Provide advice to clients
  • Drive business growth
  • Manage the team's performance

About Us:

We are a well-known and respected firm in the financial services industry. We are looking for an experienced Financial Planner to join our team and help us achieve our goals.



  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive.We are seeking a highly skilled Financial Planning Director to join our team. As a key member of our team, you will be responsible for:Key Responsibilities:Monitoring...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job Title: Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive.We are seeking a highly skilled Financial Planning Director to join our team. As a key member of our team, you will be responsible for:Key Responsibilities:Monitoring...


  • Brighton, Brighton and Hove, United Kingdom evelyn Partners Full time

    Job Title: Financial Planning DirectorEvelyn 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 seeking a talented Financial Planning Director to join our team.Key...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    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...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive.We are seeking a highly skilled Financial Planning Director to join our team, who will be responsible for driving our financial planning and advisory services forward.The ideal candidate...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in delivering exceptional client service and driving business growth.Key ResponsibilitiesDevelop and execute comprehensive financial...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in delivering exceptional client service and driving business growth.Key ResponsibilitiesDevelop and execute comprehensive financial...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Join Evelyn Partners as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team of experts offers a comprehensive range of financial and professional services to meet the evolving needs of our clients.Key...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn 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 seeking a talented individual to join our team as a Financial Planning Director.Key...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn 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 seeking a talented individual to join our team as a Financial Planning Director.Key...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Join Evelyn Partners as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team of experts offers a comprehensive range of financial and professional services to meet the evolving needs of our clients.Key...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in helping our clients achieve their financial objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our Financial Planning department, you will play a crucial role in helping our clients achieve their financial objectives.Key ResponsibilitiesDevelop and implement comprehensive financial plans for...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our wealth management and professional services group, you will play a crucial role in helping our clients achieve their financial objectives.Key ResponsibilitiesDevelop and execute comprehensive...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our wealth management and professional services group, you will play a crucial role in helping our clients achieve their financial objectives.Key ResponsibilitiesDevelop and execute comprehensive...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    Job SummaryEvelyn Partners is seeking a highly skilled and experienced 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 ResponsibilitiesAssign tasks and responsibilities to team membersMonitor team...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the RoleEvelyn Partners is seeking a highly skilled and experienced Director of Financial Planning and Strategy to join our team. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesBuild and develop trusted relationships with current and...


  • Brighton, Brighton and Hove, United Kingdom Evelyn Partners Full time

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Planning and Wealth Management 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 clients.Key ResponsibilitiesBuild and develop trusted relationships with...


  • Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Job Opportunity: Financial Planning LeaderAbout the Role:We are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.Key Responsibilities:Lead a team of 5 Financial Planners and provide guidance and...