Evelyn Partners is a leading UK wealth management firm offering personalized financial planning and investment management services. Specializing in retirement planning, inheritance tax, employee benefits, charity investments, and online investing, the company empowers clients with expert advice across various financial needs. Driven by placing quality advice within reach of more people, Evelyn Partners stands out for its tailored approach and commitment to client success.
Evelyn Partners is seeking a talented Associate Director Financial Planning to join their team in Bracknell. The role involves delivering financial planning and wealth management advice to clients, building client relationships, and ensuring advice aligns with business plans and client needs. Flexibility to work both in the office and from Reading/the M4 corridor is available.
Evelyn Partners is a leading UK wealth management firm offering personalized financial planning and investment management services. Specializing in retirement planning, inheritance tax, employee benefits, charity investments, and online investing, the company empowers clients with expert advice across various financial needs. Driven by placing quality advice within reach of more people, Evelyn Partners stands out for its tailored approach and commitment to client success.
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