Senior Wealth Advisor

2 days ago


London, Greater London, United Kingdom Evelyn Partners Full time
Job Opportunity

We are currently recruiting for a Senior Wealth Advisor to join our team at Evelyn Partners. As a key member of our team, you will be responsible for providing high-quality financial planning and wealth management advice to clients, as well as building and maintaining strong relationships with current and potential clients.

About the Job

  • Provide expert financial planning and wealth management advice to clients.
  • Develop and maintain strong relationships with current and potential clients.
  • Work closely with Investment Management and Professional Services colleagues to identify opportunities and deliver results.
  • Ensure all client interactions are professional and courteous at all times.

Requirements

  • Holds Chartership within Financial Planning.
  • Proven ability to deal with new and existing clients.
  • Excellent communication and interpersonal skills.
  • Experience of working in a fast-paced environment.
  • Familiarity with sports or entertainment clientel is a plus but not essential.

Benefits

  • Salary: £65,000 - £85,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

About Us

Evelyn Partners is a leading provider of integrated wealth management and professional services, with a long history of delivering exceptional results for our clients.



  • London, Greater London, United Kingdom Howard Kennedy LLP Full time

    Unlock Your Potential as a Senior Wealth AdvisorWe are seeking an exceptional Senior Wealth Advisor to join our highly regarded Wealth and Succession team at Howard Kennedy LLP. As a key member of our Private Client department, you will play a vital role in helping High Net Worth/Ultra High Net Worth individuals, their families, and advisors with their tax...


  • London, Greater London, United Kingdom Independent Resourcing Consultancy Ltd Full time

    About the RoleWe are seeking a highly skilled Senior Wealth Management Advisor to join our team in London. As a key member of our advisory team, you will be responsible for providing exceptional client service and developing new business opportunities.


  • London, Greater London, United Kingdom JK Legal Full time

    Job Opportunity: Senior Private Wealth AdvisorWe are seeking an established private client partner to join our highly successful London law firm, JK Legal. With a leading reputation in media and entertainment work and a large number of high profile clients requiring private wealth advice.This is an opportunity for a seasoned professional to grow and develop...


  • London, Greater London, United Kingdom GTCO Full time

    Job Overview:GTCO is seeking a highly skilled Senior Wealth Management Advisor to join our team. As a self-employed individual, you will have full flexibility in terms of working hours and location.In this role, you will be responsible for providing expert advice on personal pensions, ISAs, GIAS, and bond investments. You will also need to monitor client...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Wealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...


  • London, Greater London, United Kingdom Cyan Partners Full time

    Company Overview: Cyan Partners is a leading firm in the field of private wealth management. They have an outstanding reputation for advising high and ultra-high net worth individuals and families on every aspect of their legal affairs.Job Summary: We are seeking a skilled Senior Wealth Management Advisor to join our team. The ideal candidate will have a...


  • London, Greater London, United Kingdom AAG Wealth Management Full time

    AAG Wealth ManagementOur company prides itself on its culture and provides a holistic approach to wealth management. We have experienced significant growth, with over £800 million in Funds Under Management (FUM). Our Financial Education division and Mortgages team offer exceptional service.This opportunity is ideal for individuals seeking to advance their...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    Salary and BenefitsThe estimated annual salary for this role is £27,500, depending on experience.We provide an estimated salary of £25,000 - £30,000 per year, depending on experience.Enver Wealth Management offers both employed and self-employed positions for the right candidates.


  • London, Greater London, United Kingdom IDEX Consulting Full time

    Job DescriptionWe are seeking a highly experienced Private Wealth Disputes Advisor to join our team at IDEX Consulting. As a trusted advisor, you will provide expert guidance on complex private wealth disputes and work closely with the non-contentious Private Wealth team.Your Key ResponsibilitiesProvide expert advice on complex private wealth disputes.Work...


  • London, Greater London, United Kingdom Premier Jobs UK Limited Full time

    We are Premier Jobs UK Limited, a leading recruitment agency specialising in finance roles. We are currently seeking a Strategic Wealth Advisor to join our team.The successful candidate will be responsible for providing financial planning advice to clients across various needs, managing client relationships and expectations, and generating new business...


  • London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time

    About Enver Wealth Management Ltd.At Enver Wealth Management Ltd., we pride ourselves on providing comprehensive financial solutions to individuals and families. Our experienced team of financial planners works closely with clients to understand their unique needs and goals.We are currently seeking a Financial Advisor to join our team in Kingsway, London....


  • London, Greater London, United Kingdom Bank of America Full time

    About the RoleThis is an exciting opportunity to join our team as a Wealth Management Advisor and make a real difference in the lives of our clients. As a Financial Services Professional, you will be responsible for providing expert financial guidance and advice to individuals and families who are looking to achieve their long-term financial goals.You will...


  • London, Greater London, United Kingdom AFH Wealth Management Full time

    Career OpportunityA highly rewarding opportunity exists for a skilled financial advisor to work independently or employed with our forward-thinking financial services provider.As a key member of our team, you will be responsible for developing personalized financial solutions for our valued clients, leveraging your expertise to foster long-term relationships...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Wealth Management Job DescriptionThis exciting role involves working as a trainee associate wealth manager to deliver exceptional support to senior wealth managers and their growing teams. The position requires a highly motivated and organized individual with strong attention to detail and excellent communication skills. You will be responsible for managing...


  • London, Greater London, United Kingdom Hoxton Wealth Full time

    About UsHoxton Wealth UK is a leading financial services firm managing approximately £2 billion in assets under management. Our team of experts provides comprehensive wealth management solutions to individuals and businesses.


  • London, Greater London, United Kingdom LOM Financial Group - Wealth Management Full time

    Company OverviewLOM Financial Group is a prominent, full-service investment firm based in Bermuda, with affiliations in the Cayman Islands and the Bahamas. Our organization boasts a significant global presence, with offices in the Bahamas, Grand Cayman, and the UK.Salary and BenefitsThe compensation package for this position is highly competitive, ranging...


  • London, Greater London, United Kingdom Schroders Personal Wealth Full time

    Job DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...


  • London, Greater London, United Kingdom Nigel James Associates Ltd Full time

    About the Job:Nigel James Associates Ltd is seeking an Expert Wealth Advisor to provide full financial planning services to high net worth clients. The ideal candidate will have extensive experience in wealth management and be able to develop tailored financial plans for each client.Key Tasks:Work closely with clients to understand their financial goals and...

  • Lead Data Scientist

    3 weeks ago


    London, Greater London, United Kingdom Wealth Dynamix Full time

    Job Summary: We are looking for a highly motivated Senior Machine Learning Scientist to join our team at Wealth Dynamix. As a key member of the team, you will be responsible for leading the data science function, developing AI models, and implementing data pipelines to drive business growth and improve client outcomes. Your technical expertise in AI, machine...


  • London, Greater London, United Kingdom 11037 Citibank, N.A. United Kingdom Full time

    Citi Global Wealth Job Opportunity11037 Citibank, N.A. United Kingdom seeks a highly skilled professional to lead the lending advisory team in EMEA. The successful candidate will develop and execute the lending strategy, manage a team of lending advisors, and represent the business in senior forums.About the Role:Lead the lending advisory team in EMEA,...