At a Glance
- Tasks: Build trusted client relationships and deliver tailored financial planning.
- Company: Evelyn Partners, a UK leader in wealth management.
- Benefits: Competitive salary, training opportunities, and a supportive work environment.
- Other info: Join a dynamic team in London with excellent career development prospects.
- Why this job: Make a real impact in clients' financial futures while growing your career.
- Qualifications: Strong communication skills and a passion for financial planning.
The predicted salary is between 60000 - 80000 £ per year.
Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice.
The role focuses on building trusted client relationships, delivering tailored financial planning and wealth management, and aligning with the company’s strategic business plan.
You will contribute to training and development sessions while acting as an ambassador for the firm.
- Based in London, you will work with Investment Management and Professional Services
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Strategic Financial Planning Partner employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work culture that fosters collaboration and innovation in the heart of Liverpool. Employees benefit from competitive salaries, private medical insurance, and ample opportunities for professional growth within the Wealth Management sector, making it a rewarding place to build a career while contributing to meaningful financial solutions.
