Financial Planning Director
4 weeks ago
About the Role
We are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our East Anglia region, you will be responsible for delivering financial planning and wealth management advice to our clients.
Key Responsibilities
- Deliver financial planning and wealth management advice to clients in the East Anglia region.
- Build and develop trusted relationships with current and potential clients.
- Plan, implement, and execute the annual Business Plan in line with agreed individual expectations.
- Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate, and meets clients' needs.
- Ensure 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.
- Work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships.
- Maintain comprehensive client records and ensure they are accurate and up to date at all times and in line with Group policy.
Requirements
- Holds Chartership within Financial Planning.
- Experience of working as a Financial Planner.
- Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
- Proven ability to deal with new and existing clients on a fee basis.
- Ability to analyse client information and highlight requirements to make suitable recommendations.
- Strong Relationship management skills.
About Evelyn Partners
We are a 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 professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
-
Financial Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeAbout UsEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.Our mission is to provide an award-winning service to our clients...
-
Financial Planning Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking a highly skilled Financial Planning Director to join our team at Evelyn Partners. As a key member of our East Anglia region, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesDevelop and maintain trusted relationships with current and potential clientsPlan,...
-
Director of Development Planning
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom GreenJobs Ltd Full timeJob Title: Director of Development PlanningJob Summary:We are seeking a highly skilled Director of Development Planning to join our team at GreenJobs Ltd. As an Associate Director, you will play a key leadership role in planning and overseeing projects, while also serving as an ambassador for the company.Key Responsibilities:Drive business development by...
-
Strategic Financial Director
3 days ago
Cambridge, Cambridgeshire, United Kingdom iM Med Ltd Full timeAt iM Med Ltd, we are seeking a highly skilled and experienced Strategic Financial Director to join our team based in Waterbeach, Cambridge.This full-time role is integral to our business success and will play a key part in our ongoing growth as a leading decontamination specialist.About the RoleAs a Strategic Financial Director, you will be responsible for...
-
Financial Director
22 minutes ago
Cambridge, Cambridgeshire, United Kingdom Cambridge Muslim College Full timeCambridge Muslim College seeks a highly skilled Financial Director to oversee the management of its finances.The successful candidate will be responsible for providing accurate and timely financial information, advice and support to the Senior Leadership Team (SLT) and the Board of Trustees. This includes managing accounts payable, accounts receivable,...
-
Financial Operations Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom iM Med Ltd Full timeiM Med Ltd is seeking a highly skilled Financial Operations Director to lead our Finance team in Waterbeach, Cambridge. This key role will be integral to the company's ongoing success, prioritizing service excellence, quality products, and customer choice.As a leading decontamination specialist, we provide a complete decontamination strategy, including...
-
Strategic Planning Director
3 weeks ago
Cambridge, Cambridgeshire, United Kingdom Cambridge University Press Full timeRole Overview: We are seeking an experienced Strategic Planning Director to join our team at Cambridge University Press & Assessment. The successful candidate will support the Director of Strategy and Integration in articulating and delivering the long-term vision and strategic plan for the organization.Key Responsibilities:Develop and implement strategic...
-
Financial Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Leading Role Full timeJob Title: Financial DirectorJob Summary:We are seeking a highly skilled Financial Director to lead our finance team and oversee all financial control activities. The successful candidate will have a proven track record in a similar leadership finance role and high-level accounting competence.Key Responsibilities:- Prepare and publish timely monthly...
-
Financial Planning and Operations Coordinator
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom University of Cambridge Full timeRole OverviewThe University of Cambridge is seeking a highly skilled and organized individual to support the Executive Director's Office in its mission to conserve and restore life on Earth. As a key member of the team, you will assist with finance planning, donor grant set-up, contracting and management, and financial administration.Key...
-
Regional Director of Planning
1 month ago
Cambridge, Cambridgeshire, United Kingdom https:www.energyjobline.comsitemap Full timeRegional Director of Planning OpportunityWe are seeking a highly skilled and experienced Regional Director of Planning to join our team in Cambridge.As Regional Director, you will be responsible for leading the planning team in the Norwich office, managing and leading the office, and encouraging cross-working across a wider range of disciplines.The role will...
-
Financial Operations Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Mundipharma Full timeFinancial Operations DirectorAt Mundipharma, we are seeking an experienced Financial Operations Director to join our team in Cambridge. As a key member of our finance department, you will be responsible for ensuring the highest degree of financial integrity and control across our operations in Norway, Sweden, Finland, and Denmark. Your role will involve...
-
Financial Planning Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Progeny Full timeFinancial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Progeny. As a Financial Planning Specialist, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their financial goals and objectives.Key Responsibilities:Develop and implement comprehensive...
-
Financial Planning Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Progeny Full timeFinancial Planning SpecialistWe are seeking a highly skilled Financial Planning Specialist to join our team at Progeny. As a key member of our team, you will be responsible for providing expert financial planning advice to our clients, helping them to achieve their long-term financial goals.Key Responsibilities:Develop and implement comprehensive financial...
-
Senior Planning Director
1 month ago
Cambridge, Cambridgeshire, United Kingdom Zodiac Recruitment Full timeSenior Planning Director Opportunity in CambridgeZodiac Recruitment is currently working with a leading consultancy to find an experienced and ambitious planner to join their Town Planning team in Cambridge. This is a fantastic opportunity for a senior leader to step into a key role with a highly respected firm.As a Senior Planning Director, you will lead...
-
Financial Planning Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Reed Full timeAs a Financial Planning Specialist at Reed, you will play a key role in supporting the company's Financial Advisor in Cambridge. Reporting to the Head of Financial Planning, you will be responsible for providing independent financial planning advice to clients, including areas such as pensions, investments, and protection.Main Responsibilities:Acquire and...
-
Financial Planning Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Pure Resourcing Solutions Limited Full time**Financial Planning Specialist for Cambridge University Libraries**Pure Resourcing Solutions Limited is delighted to be partnering with the University of Cambridge on the recruitment of a Financial Planning Specialist for the Cambridge University Libraries. This position is a core member of the finance team and is joint deputy to the Head of Finance....
-
Senior Financial Director
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Ernest Gordon Recruitment Full timeJob DescriptionErnest Gordon Recruitment is seeking a highly skilled Financial Controller to join their team in Cambridge North.The ideal candidate will have a strong background in financial management and a passion for helping businesses grow.The role will involve working closely with the Managing Director to provide financial insights and information to...
-
Financial Planning Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Artemis Recruitment Consultants Ltd Full timeFinancial Planning SpecialistThe role will provide financial planning support to Private Client Advisors, assisting them in delivering financial planning to new and existing clients.Preparing lifetime cashflow models relevant to each client's circumstances, objectives and possible financial outcomes.Communicating these models to each client in person and in...
-
Financial Planning Specialist
2 weeks ago
Cambridge, Cambridgeshire, United Kingdom Progeny Full timeAbout the RoleWe are seeking an experienced Financial Planner to join our evolving team at Progeny. As part of our ongoing business succession and growth, the successful candidate will work alongside established Financial Planners and take over established client relationships with HNW and VHNW clients.The ideal candidate will have a strong background in...
-
Financial Planning Specialist
4 weeks ago
Cambridge, Cambridgeshire, United Kingdom Pure Resourcing Solutions Full timeWe are seeking a skilled Financial Planning Specialist to join our team at Pure Resourcing Solutions. As a key member of our financial planning team, you will be responsible for providing high-quality financial planning advice to our clients.Main Responsibilities:Acquire and retain clients for the firm by providing a holistic financial planning...