Financial Planning Director
2 months ago
Our client, a leading integrated wealth management and professional services group, is seeking a highly skilled Director to join their London-based Financial Planning division.
The successful candidate will be responsible for delivering financial planning and wealth management advice across the London & South Eastern region, building and developing trusted relationships with current and potential clients.
Key Responsibilities:- Develop and implement financial planning strategies to meet clients' changing risk attitudes and strategic requirements.
- Build and maintain strong relationships with clients, ensuring they receive tailored advice to achieve their financial objectives.
- Plan, implement, and execute the annual Business Plan in line with agreed individual expectations.
- Ensure clients have the right advice to achieve their financial objectives, considering factors such as retirement planning, inheritance, and tax efficiency.
- Experience of working as a Financial Planner for 4+ years.
- Technical/product knowledge and effective communication of wide-ranging holistic financial planning strategies & solutions.
- Competitive salary up to £140,000.
- Annual bonus.
- Private medical insurance.
- Life assurance.
- Pension contribution.
- Generous holiday package.
- Option to purchase additional holiday.
- Hybrid Working.
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Financial Director
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Financial Director
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Financial Planner
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Financial Planner
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London, Greater London, United Kingdom Evelyn Partners Full time{"Job Title": "Financial Planning Director", "Job Description": "Job SummaryWe are seeking a highly skilled Financial Planning Director 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 ResponsibilitiesDevelop and...
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Financial Planning Director
4 weeks ago
London, Greater London, United Kingdom Evelyn Partners Full time{"Job Title": "Financial Planning Director", "Job Description": "Job SummaryWe are seeking a highly skilled Financial Planning Director 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 ResponsibilitiesDevelop and...
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Financial Planning Director
4 weeks ago
London, Greater London, United Kingdom https:www.energyjobline.comsitemap Full timeJob Title: Financial Planning DirectorOur client, a leading integrated wealth management and professional services group, is seeking a Financial Planning Director to join their London-based Financial Planning division. The successful candidate will be responsible for delivering financial planning and wealth management advice across the London & South Eastern...
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Financial Planning Director
4 weeks ago
London, Greater London, United Kingdom https:www.energyjobline.comsitemap Full timeDirector - Financial Planning DivisionOur client, a leading integrated wealth management and professional services group, is seeking a Director to join their London-based Financial Planning division. With over 100 years of experience, they offer a range of financial and professional services to individuals, family trusts, professional intermediaries,...
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Financial Planning Director
4 weeks ago
London, Greater London, United Kingdom https:www.energyjobline.comsitemap Full timeDirector - Financial Planning DivisionOur client, a leading integrated wealth management and professional services group, is seeking a Director to join their London-based Financial Planning division. With over 100 years of experience, they offer a range of financial and professional services to individuals, family trusts, professional intermediaries,...