Associate Director Financial Planning

Job description

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 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 Description: What will you be doing?: We’re seeking a talented individual to join our Financial Planning team in Bracknell. However if you are based in Reading or the M4 corridor this would be beneficial as you will be travelling to visit clients in the home counties region. Whilst there would be a requirement to go into the Bracknell office from time to time there is flexibility. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work wi...