Senior Financial Planning Manager

About the RoleAs a Senior Financial Planning Manager at Evelyn Partners, you will have the opportunity to lead and develop trusted relationships with high net worth private clients. This role requires delivering financial planning and wealth management advice, while working within the context of an agreed business plan.

About the RoleWe are seeking a highly skilled Senior Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. This is an excellent opportunity for an experienced professional to lead and develop our financial planning services, driving business growth and delivering exceptional client experiences.

Financial Reporting and Planning RoleWe are seeking a talented Financial Reporting and Planning Manager to support our Retail division in delivering a robust and proactive expense management and financial accounting service.The ideal candidate will have a strong background in financial management reporting, with experience in managing large-scale financial...

Job DescriptionWe are seeking a skilled Financial Reporting & Planning Manager to join our team on a 12 Month Fixed Term Contract basis. As part of our Retail division, you will be responsible for providing financial management information and key performance indicators that enable the business to meet its key strategic objectives.This is a hybrid working...

Role OverviewWe are seeking a highly skilled Expense Accountant to support the delivery of Group Protection financial targets by providing proactive financial and management accounting services.This is a hybrid working opportunity, allowing you to split your working week between your home and either our Hove or London Offices.Key ResponsibilitiesReport...

We are seeking a highly skilled and accomplished Financial Planning Director to join our team at Evelyn Partners.Your primary responsibility will be to provide expert financial planning and wealth management advice to clients, while also mentoring and managing a team of professionals to ensure seamless delivery of our services.In this role, you will be...

Job SummaryWe are seeking a highly skilled Financial Planning Manager to join our team at Evelyn Partners Fund Solutions Limited. As a key member of our financial planning team, you will be responsible for executing business plans, building client relationships, and providing expert financial advice.About the RoleThis is an exciting opportunity to work with...

At Evelyn Partners, we are seeking a skilled Financial Planning Manager to join our team. This role is critical in delivering financial planning and wealth management advice to our clients. The successful candidate will be responsible for building and developing trusted relationships with current and potential clients, executing the annual business plan, and...

Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. Our extensive range of financial and professional services includes:Key ResponsibilitiesAssign tasks and responsibilities to team members, ensuring seamless collaboration and...

Financial Manager RolebeBee Professionals is seeking a detail-oriented and experienced Financial Manager to join our finance team in Brighton, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Prepare...

Job Title:Senior Financial Strategy ManagerWe are seeking a Senior Financial Strategy Manager to play a pivotal role in driving our financial strategy and supporting business-wide initiatives. As a key member of our team, you will lead and support financial planning processes, delivering insights that align with our company's goals.The ideal candidate will...

Job OverviewEvelyn Partners, a leading financial services firm, is seeking an experienced Strategic Financial Planning Manager to join their team. As a key member of the organization, you will be responsible for delivering high-quality financial planning and wealth management advice to clients.Key ResponsibilitiesDevelop and implement comprehensive financial...

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...

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...

At Evelyn Partners, we are seeking an exceptional Strategic Financial Planning Manager to join our team. As a key member of our leadership group, you will play a vital role in driving business growth and delivering high-quality financial planning advice to our clients.The estimated salary for this position is $80,000 - $120,000 per annum, depending on...

Rate: £25 per hour (umbrella)Contract: Full Time (3 Months)Lewes is seeking a Senior Accountant to work alongside the Head of Financial Planning and Principal Accountant.The Job Responsibilities:Constructively challenge and provide financial support and advice to managers.Represent the Finance service and deputise for senior finance officers at working...

Job OverviewWe are recruiting a highly skilled Paraplanner to join our growing financial planning practice in Hove. As a key member of the team, you will play a vital role in supporting our Financial Advisers and delivering exceptional client service.

About the RoleProtalent is partnering with a prestigious accountancy firm to find a highly skilled Senior Financial Specialist. The ideal candidate will be responsible for providing exceptional financial guidance and support to high-profile clients.The CompanyThe accountancy firm is well-established and successful, boasting an impressive client base and a...

Job OverviewWe are seeking a skilled Financial Reporting and Planning Manager to join our team at Legal & General. The successful candidate will be responsible for managing the monthly consolidation of expense reporting and regular reforecast activities for the Retail division. This will involve ensuring the integrity, completeness, and consistency of all...

About the Role:The ideal candidate for this position will be responsible for delivering high-quality financial planning and wealth management advice to our esteemed clients. This includes building and maintaining trusted relationships, executing business plans, and ensuring all advice is suitable and tailored to individual client needs.Key...