Financial Planning Professional

1 month ago


Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Join Our Financial Planning Team

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 Role

We 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.
What We Offer
  • 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.
Requirements
  • 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.
Learning and Development

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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