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Financial Planning Professional

2 months ago

Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Financial Planning Career Opportunity

Evelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services. We are seeking a talented individual to join our Financial Planning team as a Trainee Financial Planning Professional.

About the Role

As a Trainee Financial Planning Professional, you will be responsible for assisting qualified financial planners and their support teams with new and existing client work. This will include supporting the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.

Key Responsibilities
  • Assist in the preparation of new financial plans and monitoring and adapting existing plans.
  • Conduct research and analysis to support financial planning activities.
  • Develop a broad range of skills through training and development programs.
Learning and Development

You will be supported in completing your professional qualification via our partnerships with market leading training providers. This will include the Personal Finance Society Diploma and CII Chartered Financial Planner qualifications.

Benefits
  • Fully funded training towards professional qualifications.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Cycle to work scheme.
  • Season ticket loan.
  • Shared parental leave.