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Financial Consultant Financial Advisor

Wealth Planning Associate: Client Relationships & Advice

Job in Bracknell, Berkshire, SL5 8RU, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2025-12-30
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial services firm is seeking a Client Partner support to join their Bracknell team. You will be responsible for building client relationships, delivering personalized financial planning advice, and ensuring comprehensive client record management. The ideal candidate will have strong communication skills and relevant qualifications. This position offers a competitive salary and hybrid working options.
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Position Requirements
10+ Years work experience
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