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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: This role will either be based in Liverpool or Manchester office with a requirement of a minimum of 1 days in office per week. Job Purpose: This role supports an experienced Financial Adviser specialising in offshore bonds, trusts, family investment structures and inheritance tax (IHT) planning alongside ISAs, SIPPs. It offers increasing involvement in client-facing activities including direct communication with clients and attendance at meetings. The position involves preparing high quality suitability reports and delivering comprehens...