City of London, England, United Kingdom · Hybrid
Company Description 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 …
Skills: Financial Planning, Wealth Management, Business Development, Client Relationship Management, Tax Efficiency
City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · Hybrid
$50k–$60k/yr
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · On-site
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City of London, England, United Kingdom · Hybrid
$90k–$100k/yr
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City of London, England, United Kingdom · Hybrid
$60k–$85k/yr
Compensation：£60,000-£85,000 base salary, plus performance bonus and equity Reports to Founder / CEO Location: London, hybrid Type: Full-time About the Role We are looking for a Career Coaching Lead to help build and sca…
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City of London, England, United Kingdom · Hybrid
$60k–$85k/yr
Compensation：£60,000-£85,000 base salary, plus performance bonus and equity Reports to Founder / CEO Location: London, hybrid Type: Full-time About the Role We are looking for a Career Coaching Lead to help build and sca…
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City of London, England, United Kingdom · Hybrid
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City of London, England, United Kingdom · On-site
Assistant Claims Adjuster, Emerging Risk Department: Claims Employment Type: Permanent - Full Time Location: UK - London Reporting To: Margaret Murphy Description Here at CFC, Assistant Claims Adjusters are at the core o…
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Responsible for delivering personalized financial planning and wealth management advice while building trusted relationships with current and potential clients. The role involves executing an annual business plan and collaborating with investment and professional services colleagues to meet client objectives.
Requires a proven track record in business development and a relevant Level 6 qualification or above. Candidates must possess strong technical knowledge of holistic financial planning strategies and experience operating within a risk management framework.
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 build and develop trusted relationships with current and potential clients. To be responsible for delivering Financial Planning and Wealth Management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Be strategically aligned to the Company's goals and objectives, and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market. To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.
Placing the power of good advice into more hands
Meet the people behind your future. As a UK leader in wealth management, our promise is simple: to provide the inspiration and expertise to help you embrace what's next. It’s what drives everything we do and our people are central to how we deliver it. From our financial planners and investment managers to our wider team, we’re committed to understanding what matters most to you, and helping you move forward with purpose.
Offices: 45 Gresham Street, London, EC2V 7BG, GB · 7 Albyn Terrace, Aberdeen, Scotland AB10 1YP, GB · 103 Colmore Row, Birmingham, England B3 3AG, GB · 2 Poole Road, Second Floor, Midland House, Bournemouth, BH2 5QY, GB · Western Road, The Observatory, Bracknell, RG12 1RF, GB
