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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
The Financial Planner at Evelyn Partners will build and develop trusted relationships with clients, delivering tailored financial planning and wealth management advice in line with regulatory standards. The role involves client relationship management, regular reviews, and collaboration with investment and professional services teams to generate new business opportunities.
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.
5% above the average for this role