Wealth Planning Associate — Client-Focused Advisor

Company: Evelyn Partners
Apply for the Wealth Planning Associate — Client-Focused Advisor
Location: Nottingham
Job Description:

Evelyn Partners, a leader in wealth management in the UK, is looking for a professional in Financial Planning to develop trusted client relationships and deliver tailored advice. The role involves ongoing support for client needs, ensuring accurate records, and developing new business opportunities.

You should hold a relevant Level 4 qualification, possess strong client service ethics, and have the ability to communicate financial strategies effectively. Benefits include private medical insurance and a generous holiday package.

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Posted: July 8th, 2026