Accounting & Finance Jobs
Financial Planner
Evelyn Partners • Liverpool, Merseyside
Salary
£42k – £42k
Posted
22 July 2026
Sponsor match
high
Skilled WorkerWorker (A rating)
Role overview
Evelyn Partners is hiring a Financial Planner in Liverpool, a accounting & finance role. The advertised salary is £42k – £42k. Evelyn Partners holds an active licence on the UK Home Office register of sponsors for the Skilled Worker route, which means it can sponsor a visa for this hire if it chooses to.
Job Description Job Purpose To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Key Responsibilities Build, maintain and develop strong client relationships, delivering exceptional ongoing service to mee…
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