Strategic Financial Planner: Wealth & Client

Evelyn Partners Limited, located in Bristol, is seeking a Financial Planner to build and develop relationships with clients while delivering tailored financial planning and wealth management advice. The ideal candidate will handle client reviews, ensure the right advice is provided, and work closely with colleagues in Investment Management and Professional Services.

Key responsibilities include managing client needs, developing a business plan, and maintaining accurate client records. We offer a range of benefits including private medical insurance, life assurance, and a generous holiday package.