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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
Evelyn Partners is seeking a Financial Planner to build and develop trusted relationships with current and potential clients while delivering tailored financial planning and wealth management advice. The role involves conducting regular client reviews, collaborating with internal teams and external partners, and managing the new business pipeline to drive growth. This position requires a high level of technical expertise, regulatory compliance, and a strong commitment to exceptional client service.
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.
22% below the average for this role