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Director Financial Planning

Evelyn Partners · Bracknell, Bucks, United Kingdom · All 13 Evelyn Partners jobs

Employment
Permanent
Level
Executive
Posted
29 Sep 2026

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Required skills, as the advert states them

  • Communication Skills
  • Customer Service
  • Risk Management

Nice to have

  • Tax
  • Business Development
  • Mentoring

About this opportunity

Job Purpose To build and develop 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. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies.

Read the full advert and apply on Evelyn Partners's site →

Collected from Evelyn Partners's own careers site (SmartRecruiters). Posted 29 Sep 2026. TUNAI shows an excerpt and the facts it read from the advert; the employer's page has the full description and the application.