Financial Planning Team Lead

4 days ago


Brighton, Brighton and Hove, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Key Responsibilities
  • Lead our financial planning team to deliver exceptional client service and achieve business goals.
  • Develop and implement strategic plans to drive business growth and improve operational efficiency.
  • Provide expert financial planning advice to clients, including retirement planning, inheritance, and tax efficiency.
  • Maintain comprehensive client records and ensure accurate and up-to-date information.
  • Work collaboratively with other teams, including Investment Management and Professional Services, to develop client relationships.


  • Brighton, Brighton and Hove, United Kingdom Team Domenica Full time

    As a leading charity in Brighton, Team Domenica is committed to empowering young people with learning disabilities to achieve their full potential.Job SummaryWe are seeking an experienced Senior Financial Director/Head of Finance to join our team. The successful candidate will be responsible for ensuring the efficient and effective management of our...


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

    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...


  • Brighton, Brighton and Hove, United Kingdom The GelBottle Inc. Full time

    About the JobThe GelBottle Inc. is seeking a Financial Planning Expert to join our Finance team. As a key member of our team, you will be responsible for developing and implementing financial plans, ensuring the accuracy and reliability of financial data.The ideal candidate will have a comprehensive understanding of financial accounting within FMCG retail...


  • Brighton, Brighton and Hove, United Kingdom Parmar Staffing Full time

    Job Description:Financial Planning and Analysis SpecialistWe are seeking a Financial Planning and Analysis Specialist to join our team. As a key member of our finance department, you will be responsible for leading and supporting financial planning processes, delivering insights that align with our company's goals.The ideal candidate will have proven...


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

    Job Summary:We are seeking an experienced and skilled Chief Financial Planning Strategist to join our team at Evelyn Partners.About the Role:The ideal candidate will have a strong background in financial planning, wealth management, and team leadership. As a Chief Financial Planning Strategist, you will be responsible for delivering high-quality financial...


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

    As a key member of our team, you will play a crucial role in shaping our clients' financial futures. With over 186 years of experience, Evelyn Partners Fund Solutions Limited has established itself as a leading integrated wealth management and professional services group.We pride ourselves on our commitment to delivering exceptional service, tailored to each...


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

    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.


  • Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Company Overview:Artemis Recruitment Consultants Ltd specializes in connecting talented individuals with leading companies in the financial sector.Salary:£52,000 - £70,000 per year, based on performance and qualifications.Job Description:We are seeking an exceptional Senior Financial Planning Assistant to join our team. In this role, you will provide...


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

    Job DescriptionAs a Financial Planning Leader, you will be responsible for leading a team of 5 Financial Planners in Sussex, driving growth in the region, and maintaining excellent relationships with clients. You will have the opportunity to work with a dynamic and passionate team, and contribute to the development of our company's strategic plans.Required...


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

    Job DescriptionEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, renowned for its expertise in helping individuals and businesses thrive.As a Strategic Financial Planning Director, you will play a pivotal role in driving our company's growth and innovation. Your exceptional leadership skills,...


  • Brighton, Brighton and Hove, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Job OverviewWe are seeking a highly skilled Financial Planning Administrator to join our team at Artemis Recruitment Consultants Ltd in Brighton. As a key member of the financial services team, you will be responsible for providing administrative support and assistance to financial advisers.The ideal candidate will have excellent communication and...


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

    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...


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

    Evelyn Partners, a leading UK-based integrated wealth management and professional services group, is seeking a seasoned Financial Planning Director to drive business growth and excellence. With over 186 years of experience in helping individuals and businesses thrive, we offer a wide range of financial and professional services.We pride ourselves on our core...


  • Brighton, Brighton and Hove, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning Practice in Hove who require an experienced Paraplanner to join their growing business.The successful candidate will have the right mix of hard work and shining personality to thrive within this dynamic business, working closely with the Financial Adviser and Administration team.With a competitive starting...


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

    **Job Summary:**We are seeking an experienced Financial Planner to lead our team in Sussex. The ideal candidate will have a proven track record of managing teams and providing exceptional client advice.The role involves leading a team of 5 Financial Planners, consisting of 4 experienced planners and 1 Junior Planner. You will be responsible for driving...


  • Brighton, Brighton and Hove, United Kingdom Lewes Full time

    Estimated salary: £25,000 - £40,000 per annum.About the JobWe are seeking a highly skilled Senior Accountant to join our team in Lewes. As a Senior Accountant, you will be responsible for working closely with the Head of Financial Planning and Principal Accountant to provide financial support and advice to various managers.You will be responsible for...


  • Brighton, Brighton and Hove, United Kingdom Clearline Recruitment Ltd Full time

    Clearline Recruitment Ltd is seeking a Financial Planning Specialist to join their central Brighton office. In this role, you will become a vital member of the team and contribute to delivering first-class support to clients.">About the OpportunityThe successful candidate will have ACA/ACCA qualification and proven experience managing client portfolios. They...


  • Brighton, Brighton and Hove, United Kingdom Legal & General Full time

    About the RoleLegal & General is a leading UK financial services group and major global investor. We've been safeguarding people's financial futures since 1836, aiming to build a better society for the long term by investing our customers' money in things that make life better for everyone and create value for our shareholders.We are seeking an experienced...


  • Brighton, Brighton and Hove, United Kingdom Randstad Construction and Property Full time

    Randstad Construction and Property is seeking a Financial and Contractual Lead to oversee the financial and contractual aspects of critical infrastructure projects in the Brighton area. The successful candidate will have experience as a Commercial Manager, preferably within the construction or infrastructure sectors.The Financial and Contractual Lead will be...


  • Brighton, Brighton and Hove, United Kingdom Clark Wood Full time

    Clark Wood, a leading recruitment firm in the UK, is collaborating with a progressive firm of chartered accountants to find an experienced Audit & Accounts Senior. This well-established firm enjoys a strong reputation across the region for delivering exceptional client service and offering ample opportunities for career development.The role involves...