Director of Financial Planning and Strategy

3 weeks ago


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

About This Role

We're seeking an experienced Director of Financial Planning and Strategy to join our team at Evelyn Partners.

Key Responsibilities

  • Client Relationships
    • Build and maintain trusted relationships with current and potential clients
  • Financial Planning and Wealth Management
    • Deliver high-quality financial planning and wealth management advice
  • Team Leadership
    • Lead a team of financial planning professionals
    • Assign tasks and responsibilities to team members
    • Mentor and support staff

Requirements

  • Relevant industry experience and qualifications
  • Proven ability to deal with new and existing clients on a fee basis
  • Excellent communication and interpersonal skills
  • Ability to work under pressure and prioritize tasks

What We Offer

  • Competitive salary and benefits package
  • Opportunities for professional development and growth
  • Collaborative and dynamic work environment

About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group in the UK. We offer a range of financial and professional services to individuals, businesses, and organizations.



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