Associate Financial Planning

Nottinghamonsitejunior

Posted 3w ago · via Smartrecruiters

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About this role

About Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. Job Purpose To work in conjunction with the Financial Planning team to build and develop trusted relationships with current and potential clients.…

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What we'd score you on

reqspace match rubric

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Skills match

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in Nottingham. We weight your proximity and willingness to relocate.

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