Financial Planning Professional

1 month ago


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

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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    {"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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    {"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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    {"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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    {"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...