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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
Evelyn Partners is seeking an Associate Director for Financial Planning in Edinburgh to support client needs, generate new business, and mentor junior staff within a fast-paced wealth management environment. The role involves executing business plans, building client relationships, and collaborating with investment and professional services teams to deliver comprehensive financial advice. This position requires a qualified professional with a strong client service ethic and expertise in holistic financial planning strategies.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1836
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Evelyn Partners.
Evelyn Partners didn’t post a salary, so this is our estimate from similar listings.