Evelyn Partners is one of the UK's largest integrated wealth management and professional services firms, offering financial planning, investment management, tax, audit, and business advisory services. The company serves private individuals, entrepreneurs, charities, and corporate clients across the United Kingdom.
A Financial Advisory Manager leads a team of financial advisors and consultants who provide strategic financial guidance to individuals, businesses, and organizations. The role involves managing client relationships, overseeing financial planning and investment recommendations, ensuring regulatory compliance, and helping clients achieve their financial goals.
Key Responsibilities:
- Lead and supervise financial advisors and advisory teams.
- Develop financial strategies, investment plans, and risk management solutions for clients.
- Review client portfolios and provide recommendations based on market conditions and financial objectives.
- Build and maintain strong relationships with corporate and individual clients.
- Identify new business opportunities and support revenue growth.
- Ensure compliance with financial regulations and company policies.
- Analyze financial statements, market trends, and investment performance.
- Prepare financial reports, presentations, and advisory proposals.
- Collaborate with banking, tax, legal, and investment specialists.
- Monitor team performance and provide coaching and professional development.
Pay: From £8,500.00 per month
Benefits:
- Childcare
- Enhanced maternity leave
- Enhanced paternity leave
- Health & wellbeing programme
- Housing allowance
- Life insurance
- Private dental insurance
- Profit sharing
- Relocation assistance
- Sick pay
Work Location: In person
