Evelyn Partners in the United Kingdom is seeking a client-focused financial planning adviser to build and develop trusted relationships with current and prospective clients. You will deliver tailored financial planning and wealth management advice within a compliant framework, aligning recommendations to each client’s goals and tax considerations.
As part of a collaborative team, you will lead client reviews, manage risk, and support business development through referrals, maintaining accurate
#J-18808-Ljbffr
Senior Financial Planner & Wealth Strategy Lead in Liverpool employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
