Evelyn Partners in the United Kingdom is seeking a client–facing financial planning and wealth management specialist to build trusted relationships with current and prospective clients. You will deliver tailored advice, lead professional client meetings, and ensure recommendations align with long-term financial objectives.
Role requires strong communication, risk management, and CPD to maintain high professional standards within a hybrid working environment.
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Wealth Planner & Client Advisory Leader in Manchester 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.
