Evelyn Partners is seeking a Financial Planner to build trusted client relationships and deliver tailored wealth management advice within a robust business plan. You will plan, review, and implement strategies to help clients achieve financial goals while managing risk and regulatory compliance.
The role emphasizes proactive client service, collaboration with IM and PS teams, and mentoring junior advisers. A strong client‑facing track record and commitment to CPD are essential.
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Senior Financial Planning Director | Client Wealth & Growth 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.
