Financial Planning Specialist
24 hours ago
Evelyn Partners Fund Solutions Limited is seeking a talented Financial Planning Specialist to join their team. As a key member of the financial planning department, you will be responsible for providing expert advice and guidance to clients on managing their wealth. This role offers a unique opportunity to develop your skills and knowledge in financial planning and work with a reputable firm in the industry.
About the Role
The successful candidate will have a strong academic background and excellent communication skills. They will be required to complete a professional qualification in financial planning and gain hands-on experience in front office tasks. The ideal candidate will be committed to delivering exceptional client service and have a passion for building long-term relationships with clients.
Key Responsibilities
- Assist qualified financial planners with new and existing client work
- Support the preparation of new financial plans and monitor existing plans
- Conduct research and analysis to ensure that client plans are tailored to their individual needs
Requirements
- GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths
- Commitment to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner
Benefits
- 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
Estimated Salary: £25,000 - £35,000 per annum (dependent on experience)
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