Financial Planning Assistant

Company DescriptionHenwood Court Financial Planning Limited is a multi-award-winning, lifestyle-based, Chartered wealth planning boutique. Since 2004, we have provided goal-based planning to business owners and those approaching or in retirement. We offer a unique, premium service, helping clients understand their financial objectives and develop strategies...

Job PurposeTo work in conjunction with the Financial Planning team and in particular a senior Partner to maintain and build trusted relationships with current and potential clients. Where appropriate deliver Financial Planning and Wealth Management advice - including interactive cashflow.Qualifications : Key ResponsibilitiesTo look after and support client...

We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values: Personal - we treat you as an individual Partnership - we go further together Performance - we strive for more What will you be doing? - To build and develop trusted relationships with current...

**Company Description**: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our...

Join to apply for the Director Financial Planning role at ACCA Careers Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of...

Join to apply for the Director Financial Planning role at Evelyn Partners Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a...

What will you be doing Were seeking a talented individual to join our Financial Planning team in Birmingham.  The team is responsible for building & developing trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice.  To work within the context of an agreed business plan....

Our client, a leading investment and asset management business, is recruiting for Financial Planning Directors (working a hybrid office/WFH model). With significant professional and career development opportunity our client is seeking to support ongoingorganic growth and development across its employee base. As a Financial Planning Director, you will be...

Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose –...

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose...