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Senior Director, Financial Planning & Wealth Advisory

Job in Bristol, Bristol County, BS1, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 40000 - 60000 GBP Yearly GBP 40000.00 60000.00 YEAR
Job Description & How to Apply Below

Evelyn Partners is seeking a Financial Planner in Bristol to provide personalized financial planning and wealth management advice. This role emphasizes relationship-building with clients to achieve their financial goals and includes ensuring tailored advice is provided in alignment with a defined business plan.

The ideal candidate should possess a Level 4 qualification and be able to effectively communicate complex financial strategies while managing multiple client relationships confidently.

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Position Requirements
10+ Years work experience
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