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Job Purpose
This is an exciting opportunity to work within a large team of 10-15 Financial Planners in our Bristol office, giving financial planning & wealth management advice virtually via video / phone. This is an ideal first time FP role where you will get the opportunity to learn & develop quickly from senior leaders.
As Financial Planner, your responsibilities will include among others:-
Skills & Experience
To be successful in this role, you should:-
Professional Qualifications and Education
As a colleague here at Evelyn Partners, you will have access to benefits that include:
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.