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Job Location | Liverpool |
Education | Not Mentioned |
Salary | Competitive salary |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Company Description Evelyn Partners is the UKs leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional servicesto individuals, family trusts, professional intermediaries, charities and businesses.We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where theyre at intheir financial journey.An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance,demonstrating a breadth and depth of advice expertise to deliver first-class results.Read more about us and available career opportunities here:Wealth, accountancy and business advisory services | Evelyn PartnersCareers | Evelyn PartnersJob Description Job purposeThe position is client-facing and the role is telephone-based.Key Responsibilities