Strategic Financial Planning Leader

2 days ago


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

Evelyn Partners, a leading financial services firm, is seeking an exceptional individual to fill the role of Director Financial Planning. This key position demands expertise in delivering top-notch financial planning and wealth management advice to high net worth private clients.

The ideal candidate will be responsible for developing trusted relationships with current and potential clients, executing business plans, and ensuring that all advice provided meets the highest standards. To succeed in this role, you should possess a minimum Level 4 qualification in Financial Planning or equivalent and aspire towards becoming Chartered.



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