Financial Advisor Specialist

1 week ago


Edinburgh, Edinburgh, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Title: Financial Advisor Specialist

Company Overview: Evelyn Partners Fund Solutions Limited is a leading provider of financial services, dedicated to helping individuals achieve their retirement goals.

Salary: £35,000 - £45,000 per annum, depending on experience.

Job Description: As a Financial Advisor Specialist at Evelyn Partners, you will play a vital role in supporting our clients and financial planners in preparing suitability reports, client records, and attending client meetings. You will also have the opportunity to develop your personal and professional skills with our structured training programme.

Required Skills and Qualifications: To be successful in this role, you will need excellent communication and interpersonal skills, as well as strong organisational and time management abilities. A qualification in finance or a related field would be an advantage.

Benefits: In addition to a competitive salary and comprehensive benefits package, you will have access to ongoing training and development opportunities, as well as a supportive and collaborative work environment.

Others: If you are passionate about delivering exceptional customer service and have a keen eye for detail, we encourage you to apply for this exciting opportunity.

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