Evelyn Partners in Liverpool, England seeks a seasoned financial planning adviser to build trusted client relationships and deliver tailored wealth management guidance. You will manage client meetings, review portfolios, and ensure advice aligns with regulatory standards and client objectives.
The role emphasises delivery of bespoke financial plans, proactive client engagement, and collaboration with specialists to optimise outcomes.
#J-18808-LjbffrFinancial Planner – Wealth Management & Client Advisory in Liverpool 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.
