Wealth Management Specialist
20 hours ago
This is an exciting opportunity to join Evelyn Partners as a Private Client Manager. Our Private Client Teams in Southampton are responsible for working with entrepreneurs and the Private Business Sector clients.
The role involves providing financial guidance to help individuals and businesses achieve their financial aspirations.
We offer a competitive salary of approximately £55,000 - £75,000 per annum, depending on experience, plus benefits such as private medical insurance, life assurance, pension contribution, and a hybrid working model.
To be successful in this role, you will need relevant qualifications and experience in wealth management or a related field, and key skills such as being ambitious, commercial, organised, able to self-manage, and solve problems.
Benefits of this role include:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
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