Financial Planning Professional

1 month ago


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

Evelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses.

We are seeking a talented individual to join our Financial Planning team as a Trainee. As a Trainee, Financial Planning, you will have the opportunity to learn from experienced professionals and develop a well-rounded skillset in financial planning, portfolio management, and client relationships.

Key Responsibilities:

  • Assist qualified financial planners and support teams with new and existing client work.
  • Support the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.

Requirements:

  • Commitment to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
  • GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively.

We offer a comprehensive training program, fully funded towards professional qualifications, and a range of benefits, including private medical insurance, life assurance, pension contribution, and a generous holiday package.

Join our team and embark on a rewarding career in financial planning, where you will have the opportunity to make a real difference in the lives of our clients.



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