At a Glance
- Tasks: Build trusted client relationships and deliver tailored financial planning advice.
- Company: Evelyn Partners, a leading firm in wealth management.
- Benefits: Hybrid role with competitive benefits and professional growth opportunities.
- Other info: Join a dynamic team focused on client success and business development.
- Why this job: Make a real difference in clients' financial futures while developing your career.
- Qualifications: Experience in wealth planning and strong relationship-building skills.
The predicted salary is between 60000 - 80000 £ per year.
Evelyn Partners in London seeks an experienced Wealth Planning Adviser to build trusted client relationships and deliver tailored financial planning and wealth management advice.
You will work within the framework of the business plan, ensuring advice is suitable and aligned with policy, always representing the firm's values.
You will develop new client relationships, support ongoing service, and contribute to business development initiatives with partners and stakeholders.
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Wealth Planning Partner - Hybrid Role with Benefits 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.
