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Wealth Planner: Build Client Relationships
Job in
Leeds, West Yorkshire, ME17, England, UK
Listed on 2026-06-13
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-06-13
Job specializations:
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Sales
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Finance & Banking
Financial Consultant
Job Description & How to Apply Below
Evelyn Partners is seeking a financial planning advisor in Leeds to build client relationships and deliver personalized wealth management advice. Key responsibilities include supporting client needs, executing the annual business plan, and ensuring suitable advice while maintaining comprehensive records. The ideal candidate will hold at least a level 4 qualification and possess strong analytical and communication skills. Benefits include private medical insurance, life assurance, and a generous holiday package.
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