Evelyn Partners in Edinburgh is seeking an experienced Financial Planner to build trusted relationships with current and prospective clients and to deliver tailored wealth management advice within an agreed business plan.
You will work alongside Investment Management teams, maintain client reviews, and contribute to business development while upholding high regulatory standards and CPD commitments.
#J-18808-Ljbffr
Senior Financial Planner, Edinburgh Wealth Advisory 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.
