Financial Planning Professional
1 month ago
Unlock your potential in a dynamic and respected profession with Evelyn Partners.
About the Role
As a Trainee Financial Planning professional, you will embark on a well-structured journey to become a Chartered Financial Planner. You will work closely with experienced colleagues to build relationships, assess clients' financial positions, and create tailored plans to achieve their goals.
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 inform financial planning decisions
- Develop a broad range of skills through comprehensive training and mentorship
What We Offer
- Competitive salary and benefits package
- Full funding for professional qualifications
- Private medical insurance and life assurance
- Pension contribution and generous holiday package
- Opportunities for career growth and development
Join Our Team
Evelyn Partners is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to delivering good advice and exceptional service. If you are passionate about financial planning and want to make a meaningful impact, we encourage you to apply for this exciting opportunity.
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...