Financial Planning Expert

2 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

At Evelyn Partners Fund Solutions Limited, we are dedicated to delivering exceptional financial planning services to our clients. As a Trainee Financial Planning professional, you will play a crucial role in helping us achieve this goal.

Job Overview

The Trainee Financial Planning role is an exciting opportunity for individuals who are passionate about building a career in financial planning. As a member of our team, you will work closely with experienced financial planners to develop your skills and knowledge in understanding client needs, creating bespoke financial plans, and managing client relationships.

Key Responsibilities

  • Assist qualified financial planners in developing financial plans and monitoring client relationships.
  • Support the preparation of new financial plans and adapt existing plans as needed.
  • Conduct research and analysis to ensure that client plans are tailored to their individual needs.

What We Offer

  • Fully funded training towards professional qualifications such as the Personal Finance Society Diploma and Chartered Financial Planner.
  • Opportunities for career progression and professional development.
  • A supportive and collaborative work environment.

Requirements

  • GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths respectively.
  • Commitment to completing professional qualifications.


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