Evelyn Partners, a UK-leading wealth manager, is seeking an experienced adviser to build trusted client relationships and provide tailored financial planning and wealth management guidance. You will work within a defined business plan, serving current and prospective clients with personalised, compliant advice aligned to firm policies.
The role emphasizes strategic client engagement, collaboration with Investment Management and Professional Services, and development of advisers while upholding
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Wealth Planning Partner - Client Growth & Strategy 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 and entrepreneurial work environment that fosters professional growth and collaboration. Our commitment to employee development is reflected in our comprehensive benefits package, including private medical insurance, generous holiday allowances, and fully funded training towards professional qualifications. Join us in a culture that values diversity and inclusion, where you can thrive while making a meaningful impact in the real estate sector.
