Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to help clients achieve their goals. We are seeking a qualified financial planner to build trusted client relationships and deliver tailored advice within a compliant framework.
You will work with Investment Management and COIs to grow the New Business Pipeline, maintain client records and uphold the highest professional standards. Hybrid working available.
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Wealth Planner: Hybrid Working & Personalised Strategy 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.
