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Financial Planning Professional

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

Unlock your potential in a rewarding career with Evelyn Partners, a leading force in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional service to individuals and businesses.

As a Trainee, Financial Planning, you will join our team of passionate professionals united by a shared purpose. You will learn a well-respected profession at a firm with an unparalleled reputation, building relationships, assessing client financial positions, and creating flexible plans to evolve with them.

Partnering with colleagues in Investment Management, you will gain knowledge of portfolio construction and how these portfolios are used to deliver financial goals. You will work on front office financial planning tasks alongside studying for the Personal Finance Society Diploma, before moving forward to becoming a Chartered Financial Planner through the Chartered Insurance Institute.

Key responsibilities include:

  • Assisting qualified financial planners and their support teams with new and existing client work
  • Supporting the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis
  • Completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner

We offer a comprehensive training program, fully funded towards professional qualifications, and a range of benefits, including a competitive salary, private medical insurance, and a generous holiday package. Join our team and take the first step towards a successful career in financial planning.