Financial Planning Professional
1 month ago
Evelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.
About the RoleWe are seeking a talented and ambitious individual to join our Financial Planning team as a Trainee. As a Trainee, Financial Planning, you will be learning a well-respected profession at a firm with an unparalleled reputation.
Key Responsibilities- Assist qualified financial planners and their 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.
- 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.
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively.
- Be committed to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
You'll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Financial Planning.
The training will ensure that you develop a broad range of skills whilst learning how to apply your new knowledge to real client scenarios. And you won't do it alone - you'll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience.
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Financial Planning Professional
2 months ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Career OpportunityEvelyn 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 RoleAs a Trainee Financial Planning Professional, you will be responsible for...
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Financial Planning Professional
1 month ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJoin Our Financial Planning TeamEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.Financial Planning Role OverviewAs a Trainee Financial Planning Professional, you will be learning a well-respected...
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Financial Planning Professional
1 month ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJoin Our Financial Planning TeamEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.Financial Planning Role OverviewAs a Trainee Financial Planning Professional, you will be learning a well-respected...
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Financial Planning Professional
2 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Role at Evelyn PartnersEvelyn Partners Fund Solutions Limited is seeking a talented individual to join our Financial Planning team as a Trainee. As a key member of our team, you will be responsible for assisting qualified financial planners and their support teams with new and existing client work.Key Responsibilities:Support the...
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Financial Planning Professional
1 month ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJoin Our Financial Planning TeamEvelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.About the RoleWe are seeking a talented and ambitious individual to join our Financial Planning team as a Trainee. As a...
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