Current jobs related to Financial Planning Director - Brighton, Brighton and Hove - IDEX Consulting

  • Financial Planning Director

    4 weeks ago

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

    Job Title: Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group, with a rich history of helping individuals and businesses thrive. We offer a comprehensive range of financial and professional services to our clients, and we're seeking a talented Financial Planning Director to join our team.Key...

  • Financial Planning Director

    3 weeks ago

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

    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...

  • Financial Planning Director

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Role OverviewEvelyn Partners Fund Solutions Limited is seeking a highly skilled Financial Planning Director to join our team. As a key member of our wealth management team, you will be responsible for delivering exceptional financial planning and wealth management advice to our clients.The ideal candidate will have a proven track record of success in...

  • Financial Planning Director

    4 weeks ago

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

    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...

  • Financial Planning Director

    2 months ago

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

    Join Evelyn Partners as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team of experts offers a comprehensive range of financial and professional services to meet the evolving needs of our clients.Key...

  • Financial Planning Director

    2 months ago

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

    Join Evelyn Partners as a Financial Planning DirectorEvelyn Partners is a leading integrated wealth management and professional services group with a rich history of helping individuals and businesses thrive. Our team of experts offers a comprehensive range of financial and professional services to meet the evolving needs of our clients.Key...

  • Financial Planning Director

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our wealth management and professional services group, you will play a crucial role in helping our clients achieve their financial objectives.Key ResponsibilitiesDevelop and execute comprehensive...

  • Financial Planning Director

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    About the RoleEvelyn Partners Fund Solutions Limited is seeking a highly skilled and experienced Financial Planning Director to join our team. As a key member of our wealth management and professional services group, you will play a crucial role in helping our clients achieve their financial objectives.Key ResponsibilitiesDevelop and execute comprehensive...

  • Financial Planning Director

    3 weeks ago

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

    Job SummaryEvelyn Partners is seeking a highly skilled and experienced 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 ResponsibilitiesAssign tasks and responsibilities to team membersMonitor team...

  • Director of Financial Planning and Strategy

    2 weeks ago

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

    About This RoleWe're seeking an experienced Director of Financial Planning and Strategy to join our team at Evelyn Partners.Key ResponsibilitiesClient RelationshipsBuild and maintain trusted relationships with current and potential clientsFinancial Planning and Wealth ManagementDeliver high-quality financial planning and wealth management adviceTeam...

  • Director of Financial Planning and Strategy

    3 weeks ago

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

    About the RoleEvelyn Partners is seeking a highly skilled and experienced Director of Financial Planning and Strategy to join our team. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesBuild and develop trusted relationships with current and...

  • Director of Financial Planning and Wealth Management

    3 weeks ago

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

    About the RoleWe are seeking a highly skilled and experienced Director of Financial Planning and Wealth Management to join our team at Evelyn Partners. As a key member of our leadership team, you will be responsible for delivering financial planning and wealth management advice to our clients.Key ResponsibilitiesBuild and develop trusted relationships with...

  • Financial Planning Director

    1 month ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Lead a Team of Financial PlannersWe are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.This is an opportunity to create a powerhouse in Sussex, working with a household name that values...

  • Financial Planning Director

    1 month ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Lead a Team of Financial PlannersWe are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.This is an opportunity to create a powerhouse in Sussex, working with a household name that values...

  • Financial Planning and Wealth Management Leader

    2 months ago

    Brighton, Brighton and Hove, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.This is an outstanding opportunity for a senior Financial Planner or manager to lead a team of advisers and manage their own portfolio of clients.As Financial Planner & Director, you will mentor...

  • Financial Planning and Wealth Management Leader

    2 months ago

    Brighton, Brighton and Hove, United Kingdom AMG Search Full time

    Financial Planner & Director OpportunityAMG Search is currently seeking a highly skilled Financial Planner & Director to join a leading Wealth Management business.This is an outstanding opportunity for a senior Financial Planner or manager to lead a team of advisers and manage their own portfolio of clients.As Financial Planner & Director, you will mentor...

  • Financial Planning Director

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time

    Lead a Team of Financial PlannersWe are seeking an experienced Financial Planner to lead our team of 5 Financial Planners in Sussex. As a Financial Planning Leader, you will be responsible for managing the team, providing advice to clients, and driving business growth.The ideal candidate will have a natural ability to lead from the front, a thirst for...

  • Financial Planning Director

    7 days ago

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

    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...

  • Financial Planning Director

    4 weeks ago

    Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    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 team is driven by a strong set of core values, including Personal, offering tailored advice based on a deep understanding of our clients' needs, and Performance, delivering...

  • Financial Planning and Analysis Leader

    3 weeks ago

    Brighton, Brighton and Hove, United Kingdom Kennedy Pearce Consulting Careers Full time

    We are seeking a Financial Planning and Analysis Leader to join our team at Kennedy Pearce Consulting Careers. As a key member of our finance department, you will be responsible for developing and implementing financial models to support business planning and strategic decisions.Key Responsibilities:Present financial analysis, including variance,...

Financial Planning Director

2 months ago

Brighton, Brighton and Hove, United Kingdom IDEX Consulting Full time
Lead a Team of Financial Planners

We are seeking an experienced Financial Planning Leader to join our team at IDEX Consulting. As a key member of our team, you will be responsible for leading a team of 5 Financial Planners and providing advice to clients.

This is an opportunity to create a powerhouse in Sussex, working with a household name that values autonomy and innovation. You will have the freedom to put your stamp on things and make a name for yourself.

The team is comprised of 4 experienced Financial Planners and 1 Junior Planner. We are looking for someone with management experience, a thirst for growth, and a drive to take the team and region forward.

You will be rewarded with an above market salary of up to £120,000, plus two bonus schemes, one for business written and one for team performance, and of course, benefits.

Key Responsibilities:

  • Lead a team of Financial Planners
  • Provide advice to clients
  • Manage a team of 5 Financial Planners
  • Drive growth and innovation in the region

Requirements:

  • Experience in Financial Planning
  • Management experience
  • Thirst for growth and innovation
  • Ability to lead from the front