Trainee Financial Advisor
2 days ago
We 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 delivering exceptional service.
You will be responsible for assisting qualified financial planners with new and existing client work, supporting the preparation of financial plans, and monitoring existing plans. This will enable you to develop a deep understanding of the financial planning process and build strong relationships with clients.
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.
- Launch Your Career: Start your journey in financial planning with Evelyn Partners Fund Solutions Limited and benefit from extensive training and development opportunities.
- 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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