Evelyn Partners Fund Solutions Limited Graduate
3 weeks ago
Evelyn Partners Fund Solutions Limited is seeking a talented individual to join their Financial Planning team as a graduate trainee. This role offers a comprehensive learning experience, enabling you to develop essential skills and knowledge in financial planning.
You will work alongside experienced financial planners, assisting with new and existing client work, preparing financial plans, and monitoring existing plans. This will provide valuable hands-on experience and help you build a strong foundation in financial planning.
In addition to on-the-job training, you will have access to fully funded training towards professional qualifications, including the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner certification.
- Develop Your Skills: Enhance your knowledge and skills in financial planning through hands-on experience and industry-recognised qualifications.
- Competitive Salary: The estimated salary range for this position is £25,000 - £30,000 per annum, depending on experience.
- Benefits: Private medical insurance, life assurance, pension contribution, generous holiday package, option to purchase additional holiday, cycle to work scheme, season ticket loan, and shared parental leave.
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Evelyn Partners Senior Advisor
3 days ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is seeking an exceptional leader to join its team as a Financial Planning Lead. This challenging and rewarding role offers the opportunity to make a significant impact on the company's success and shape the future of its financial planning services.Responsibilities and RequirementsAs a Financial Planning Lead, you will...
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Tax Graduate Specialist
1 week ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob Title: Tax Graduate SpecialistOverviewEvelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management, with over 180 years of experience. We help businesses and individuals achieve better outcomes through our commitment to excellence.
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Financial Planning Specialist
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeGraduate Programme: A Career in Financial PlanningEvelyn Partners Fund Solutions Limited, a leading force in UK wealth management and professional services, has been helping individuals and businesses achieve better outcomes for over 180 years. Our team of passionate professionals is united by a shared purpose: to deliver good advice and exceptional...
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Graduate Auditor
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Assurance RoleEvelyn Partners Fund Solutions Limited seeks highly motivated graduates for its Assurance & Business Services team. As a graduate auditor, you will play a key role in delivering assurance and advisory services to clients across various industries.The successful candidate will have the opportunity to develop skills in audit and...
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Trainee Financial Advisor
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeStart Your Career in Financial Planning with Evelyn Partners Fund Solutions LimitedWe are looking for a highly motivated and ambitious individual to join our Financial Planning team as a graduate trainee. This role provides an excellent opportunity to launch your career in financial planning, working alongside experienced professionals who are dedicated to...
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Business Tax Professional
1 week ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeOpportunity OverviewAs a Business Tax Professional at Evelyn Partners Fund Solutions Limited, you will play a key role in providing tax advisory and compliance services to a diverse range of clients. This is an exciting opportunity for a recent graduate looking to develop their skills and knowledge in the field of business taxation.With a strong focus on...
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Graduate Programme in Business Tax
2 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeTax Career Opportunities at Evelyn PartnersWe are a leading force in UK professional services and wealth management, committed to helping businesses and individuals achieve better outcomes. Our Business Tax team provides tax advisory and compliance services to a wide range of clients, from large multinational groups to owner-managed businesses.We are seeking...
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Graduate Career in Corporate Tax
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeUnlock Your PotentialWe are looking for a driven and ambitious graduate to join our Business Tax team in Guildford. As a member of our team, you will have the opportunity to develop your skills and knowledge in tax advisory and compliance.About the RoleThis is an exciting opportunity to join a dynamic and growing team. You will work closely with our...
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Graduate Programme in Wealth Management
2 months ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited: A Leading Force in UK Wealth ManagementWe are a leading force in UK wealth management and professional services, committed to helping individuals and businesses achieve better outcomes. Our legacy is built on a commitment to delivering good advice and exceptional service.We are seeking highly motivated and ambitious...
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Audit and Accounts Trainee
4 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading force in UK professional services and wealth management, helping businesses and individuals achieve better outcomes. As a Professional Accounting Graduate, you will be part of our Assurance & Business Services team, providing wide-reaching services to clients across various industries.Job OverviewThe role...
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Chartered Accountant Trainee
1 week ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob Overview: As a Chartered Accountant Trainee - Guildford, you will be responsible for undertaking a variety of audit and accountancy tasks, working as part of a team to provide assurance, advice, and solutions to our clients. You will have the opportunity to develop an understanding of our clients' business portfolios, keep senior stakeholders informed of...
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Tax Compliance Specialist Lead
4 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeWe are looking for a talented Tax Compliance Specialist Lead to join our team at Evelyn Partners Fund Solutions Limited. In this role, you will be responsible for delivering annual tax compliance work and identifying planning opportunities for your clients.This is a fantastic opportunity to work with a variety of clients, including OMBs, HNIs, Partners in...
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Private Client Tax Assistant Director
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group with over 186 years of experience. Our mission is to provide exceptional advice to individuals, family trusts, professional intermediaries, charities, and businesses.">We strive to deliver an award-winning service for our clients by employing the...
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Financial Services Director
2 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeWe are seeking an experienced Financial Services Director to join our team at Evelyn Partners Fund Solutions Limited.You will be responsible for leading a team of x4 Financial Planners, providing support through their career development, monitoring their workload, and building team engagement.Key qualifications include:Prior experience within a Financial...
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Business Advisory Apprentice
2 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJob Title: Business Advisory ApprenticeEvelyn Partners Fund Solutions Limited is seeking a highly motivated and detail-oriented individual to join our Assurance & Business Services team as a Business Advisory Apprentice. This exciting opportunity will provide you with the chance to gain hands-on experience in audit and accountancy, while studying towards...
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Tax Compliance and Advisory Lead
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is seeking a highly skilled Tax Compliance and Advisory Lead to join our Private Client Tax team. As a senior member of the team, you will be responsible for ensuring accurate and timely delivery of tax compliance services to our clients.In this role, you will oversee the preparation of tax returns, manage client...
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Financial Planning Manager
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited offers an exciting opportunity for a Financial Planning Manager - Private Clients. As a key member of our team, you will provide expert financial planning advice to high net worth individuals and families.In this role, you will be responsible for delivering comprehensive financial planning services, including cash flow...
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Senior Private Client Tax Professional
4 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeEvelyn Partners Fund Solutions Limited is a leading provider of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. We are committed to delivering an exceptional service to our clients, driven by our core values of Personal and Performance.We are seeking a highly skilled Senior Private...
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Graduate Business Tax Advisor
4 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeOverview of the Business Tax Team at Evelyn Partners Fund Solutions LimitedWe are a leading force in UK professional services and wealth management, providing tax advisory and compliance services to a wide range of clients. Our Business Tax team is comprised of passionate professionals united by a shared purpose: to deliver good advice and exceptional...
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Junior Accountant Position
3 weeks ago
Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full timeAbout Evelyn Partners Fund Solutions LimitedWe are a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes.We are looking for a talented individual to join our Assurance & Business Services team as an Audit Professional. In this role, you will work...