Director of Financial Services

23 hours ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time
Leadership Opportunity

Evelyn Partners seeks a talented Director: Financial Planning to drive the success of our financial planning and wealth management services. As a leader in your field, you will be responsible for delivering high-quality advice to clients and contributing to the growth of our business.

Main Responsibilities
  • Lead the development and execution of our financial planning strategy.
  • Provide expert guidance to clients on financial planning and wealth management.
  • Mentor and support junior team members to enhance their skills and performance.
Requirements and Qualifications
  1. Hold a level 6 qualification in CII Financial Planning or equivalent aspiring for Level 7.
  2. Prior experience within a Financial Planning / Advisory role to HNW private clients.
  3. Proven leadership skills and ability to motivate teams.
Employment Package

We offer a competitive salary of £80,000 - £100,000 per annum, along with a range of benefits, including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave.



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