At a Glance
- Tasks: Provide personalised financial planning and wealth management advice to clients.
- Company: Evelyn Partners, a leading firm in financial advisory.
- Benefits: Competitive salary, flexible working hours, and professional development opportunities.
- Other info: Dynamic role with opportunities for career advancement in a supportive environment.
- Why this job: Build meaningful relationships while helping clients achieve their financial goals.
- Qualifications: Level 4 qualification and strong communication skills in finance.
The predicted salary is between 70000 - 105000 £ per year.
Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailored advice is provided in alignment with a defined business plan.
The ideal candidate should possess a Level 4 qualification and be able to effectively communicate complex financial strategies while managing multiple client relationships confidently.
Senior Director, Financial Planning & Wealth Advisory in Bristol employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
