At a Glance
- Tasks: Guide clients in personal financial planning and wealth management with tailored advice.
- Company: Evelyn Partners, a leading firm in financial planning.
- Benefits: Private medical insurance and a generous holiday package.
- Other info: Thriving environment with opportunities for professional growth.
- Why this job: Make a real difference in clients' financial lives while building strong relationships.
- Qualifications: Proven client relationship management skills and a strong customer service ethic.
The predicted salary is between 60000 - 80000 £ per year.
Evelyn Partners is seeking a Partner Financial Planner for its team in Bracknell, UK.
This role involves guiding clients through personal financial planning and wealth management, emphasizing the need for tailored advice.
Ideal candidates will demonstrate successful client relationship management, withstand high-pressure conditions, and possess a strong ethic in customer service.
The role includes building new client relationships while also nurturing existing ones.
Additional benefits such as private medical insurance and a generous holiday package are provided.
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We think you need these skills to ace Senior Wealth Planning Partner
Client Relationship Management
Personal Financial Planning
Wealth Management
Tailored Advice
Customer Service Ethic
High-Pressure Resilience
New Client Acquisition
