Wealth Planner & Client Advisory Leader

Evelyn Partners

Manchester

Hybrid

GBP 50,000 - 75,000

Full time

5 days ago

Be an early applicant

Application generator

Turn this role into an interview — a resume and cover letter built around what this employer wants.

Get past ATS filters

Benefits offered by this job

Hybrid working model

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners in the United Kingdom is seeking a client–facing financial planning and wealth management specialist to build trusted relationships with current and prospective clients. You will deliver tailored advice, lead professional client meetings, and ensure recommendations align with long-term financial objectives.

Role requires strong communication, risk management, and CPD to maintain high professional standards within a hybrid working environment.

Qualifications

Holds a relevant level 4 qualification or above and maintains an up-to-date SoPS.
Proven ability to deal with new and existing clients on a fee basis.
Ability to understand and communicate advice practices clearly and effectively.
Ability to analyse client information to make suitable recommendations.
Technical knowledge of holistic financial planning strategies and solutions.

Responsibilities

Build, maintain and develop strong client relationships and deliver ongoing service.
Deliver tailored financial planning advice and lead client meetings.
Conduct regular client reviews and adapt strategies to goals.
Collaborate with Investment Management, Professional Services and COIs.
Manage New Business Pipeline and maintain compliant client records.
Uphold professional and regulatory standards while pursuing CPD.