Head of Financial Strategy

3 weeks ago


Tunbridge Wells, Kent, United Kingdom Evelyn Partners Full time

Head of Financial Strategy

We are seeking a highly experienced Head of Financial Strategy to lead our financial planning and wealth management team at Evelyn Partners. This is a unique opportunity for a skilled professional to take on a strategic leadership role and contribute to the growth and success of our organisation.

Job Description

The ideal candidate will have extensive experience in financial planning and wealth management, with a proven track record of developing and implementing successful business strategies. You will be responsible for overseeing the delivery of financial planning and wealth management advice to our clients, working closely with the investment management and professional services teams.

Required Skills and Qualifications

The successful candidate will hold a level 8 qualification in CII Financial Planning or equivalent. Previous experience in a senior advisory role to HNW private clients is essential. Strong leadership and performance management skills are also highly desirable.

Benefits

We offer a competitive salary of £100,000 per annum, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday, and shared parental leave. Additionally, you will have access to ongoing training and development opportunities to enhance your skills and knowledge.

About Evelyn Partners

Evelyn Partners is a leading provider of wealth management and accountancy services. We pride ourselves on delivering exceptional client service and providing expert advice to individuals, businesses, and charities. If you are a motivated and experienced professional looking for a new challenge, we encourage you to apply for this exciting opportunity.



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