Job Description
Company Description
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
What will you be doing?
We're seeking a talented individual to join our Financial Planning team, in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technic...