Professional Financial Planner Career

2 days ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Career Opportunities in Financial Planning

We are seeking a highly skilled and ambitious individual to join our Financial Planning team as a professional financial planner. This is an exciting opportunity for someone looking to progress their career in financial planning and gain valuable experience working with clients.

About Evelyn Partners Fund Solutions Limited

We are a leading force in UK wealth management and professional services, with over 180 years of experience helping individuals and businesses achieve better outcomes. Our legacy is built on a commitment to delivering value to our clients, and we take pride in being a trusted partner for our clients' financial needs.

Key Responsibilities:

  • Work with qualified financial planners to deliver high-quality financial planning solutions to clients.
  • Develop and maintain strong relationships with clients, understanding their financial goals and objectives.

Requirements:

  • Chartered Financial Planner qualification or equivalent experience.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Benefits:

  • Fully funded training towards advanced 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.

Salary: £35,000-£45,000 per annum (dependent on experience).



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