Adzuna

Financial Planner

Evelyn Partners
Edinburgh, UK
£42,626 – £42,626
4 days ago
Accounting & Finance Jobs

Skills & Technologies

Financial Planning

Job Description

Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Open to the following office locations: Bracknell, Bristol, Edinburgh and Leeds Key Responsibilities To look after and supp…

Company & Role Analysis

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Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
Culture & working style

Neutral 2–4 sentence summary of what working at this company is like, drawn from public reviews and press coverage. Tone, collaboration style, pace, benefits highlights.

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