At a Glance
- Tasks: Build trusted relationships and deliver tailored wealth management advice to clients.
- Company: Evelyn Partners, a leading financial services firm in London.
- Benefits: Competitive salary, professional development, and collaborative work environment.
- Other info: Join a dynamic team with opportunities for growth and knowledge sharing.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in financial planning and strong interpersonal skills.
The predicted salary is between 50000 - 70000 £ per year.
Evelyn Partners in London seeks a client‑facing Financial Planner to build trusted relationships and deliver tailored wealth management advice.
You will work within a defined business plan, ensuring all advice is suitable, compliant and aligned with clients’ financial objectives.
You will contribute to the wider business by sharing knowledge through forums and CPD, and you will collaborate with IM and PS teams to grow the client base and manage a robust pipeline.
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Hybrid Wealth Planner & Client Growth Partner employer: SW Group
At S&W, we pride ourselves on being one of the UK’s top 10 fastest-growing accountancy firms, offering a dynamic work culture that fosters professional growth and collaboration. Our London office provides a supportive environment where employees are encouraged to develop their skills through comprehensive training and mentorship, while enjoying a competitive salary and generous benefits, including private medical insurance and a hybrid working model. Join us to be part of a diverse team dedicated to making a meaningful impact in the world of restructuring and recovery services.
