At a Glance
- Tasks: Support clients by executing business plans and providing tailored financial advice.
- Company: Evelyn Partners, a leading firm in wealth planning with an inclusive culture.
- Benefits: Competitive salary, hybrid working model, and supportive workplace benefits.
- Other info: Join a passionate team dedicated to client success and personal growth.
- Why this job: Make a real difference in clients' financial futures while building strong relationships.
- Qualifications: Level 4 qualification and strong communication and analytical skills.
The predicted salary is between 40000 - 50000 £ per year.
Evelyn Partners in Edinburgh is seeking passionate professionals to support and manage client needs. Responsibilities include executing business plans, building client relationships, and providing tailored financial advice to achieve client objectives.
Candidates should hold a relevant level 4 qualification and possess strong communication and analytical skills. The role offers a competitive salary, hybrid working model, and various benefits to support our inclusive workplace culture.
Wealth Planner: Build Trusted Financial Futures employer: Evelyn Partners
Evelyn Partners is an excellent employer for Wealth Planners in Edinburgh, offering a dynamic and inclusive workplace culture that prioritises employee well-being and professional growth. With a competitive salary, hybrid working model, and a commitment to supporting your career development, you will have the opportunity to build trusted financial futures for clients while thriving in a collaborative environment.
