At a Glance
- Tasks: Support clients by executing business plans and providing tailored financial advice.
- Company: Evelyn Partners, a forward-thinking firm in Edinburgh.
- Benefits: Competitive salary, hybrid working model, and inclusive workplace culture.
- Other info: Join a passionate team dedicated to client success and personal growth.
- Why this job: Make a real difference in clients' financial futures while building strong relationships.
- Qualifications: Level 4 qualification and strong communication and analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Evelyn Partners in Edinburgh is seeking passionate professionals to support and manage client needs. Responsibilities include executing business plans, building client relationships, and providing tailored financial advice to achieve client objectives.
Candidates should hold a relevant level 4 qualification and possess strong communication and analytical skills. The role offers a competitive salary, hybrid working model, and various benefits to support our inclusive workplace culture.
Wealth Planner: Build Trusted Financial Futures in Edinburgh employer: Evelyn Partners
Evelyn Partners is an exceptional employer located in the vibrant city of Edinburgh, offering a dynamic work environment that fosters collaboration and innovation. With a strong commitment to employee growth, we provide comprehensive training and development opportunities alongside a competitive salary and hybrid working model, ensuring our team members can thrive both personally and professionally. Our inclusive workplace culture prioritises well-being and encourages passionate professionals to build trusted financial futures for our clients.
