Trainee Financial Planner

2 months ago

London, Greater London, United Kingdom Evelyn Partners Full time
About the Role

We are seeking a highly motivated and ambitious individual to join our Financial Planning team as a Trainee Financial Planner. As a Trainee Financial Planner, you will play a key role in helping our clients achieve their financial goals and aspirations.

Key Responsibilities
  • Assist qualified financial planners in building relationships with clients and assessing their financial positions.
  • Support the preparation of new financial plans and monitor and adapt existing plans, including research and analysis.
  • Draft client correspondence and communicate with clients to preserve and grow their wealth.
  • Collaborate with other advisers, including Investment Managers, Tax Advisers, and Solicitors, to provide comprehensive financial solutions.
Requirements
  • Commitment to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
  • Minimum 2:1 degree in any discipline.
  • A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies.
  • GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively.
What We Offer
  • Fully funded training towards professional qualifications.
  • Competitive salary.
  • 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.
  • Eye care support.
About Us

Evelyn Partners is a leading force in UK wealth management and professional services. We are committed to helping individuals and businesses achieve better outcomes through expert guidance and exceptional service. Our team of passionate professionals is united by a shared purpose: to deliver good advice and exceptional service to our clients.

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

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