Financial Services Director

4 days ago


Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time

We are seeking an experienced Financial Services Director to join our team at Evelyn Partners Fund Solutions Limited.

You will be responsible for leading a team of x4 Financial Planners, providing support through their career development, monitoring their workload, and building team engagement.

Key qualifications include:

  • Prior experience within a Financial Planning / Advisory role.
  • Experience of people management as a Team Leader / Manager.
  • Ability to manage staff workload, provide mentoring, coaching, and support.
  • Proven track record of business development to external markets.
  • Excellent communication skills, both written and verbal.

A competitive salary of £95,000 - £115,000 per annum, plus benefits package available.



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