Trainee Financial Advisor

1 month ago


Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Become a Chartered Financial Planner with Evelyn Partners Fund Solutions Limited

We are looking for talented individuals to join our team as Trainee Financial Planners. As a Trainee Financial Planner, you will learn from experienced professionals and gain hands-on experience in financial planning, working closely with clients to create bespoke financial plans.

You will be responsible for assisting qualified financial planners and their support teams with new and existing client work. You will also support the preparation of new financial plans and monitor and adapt existing plans, including research and analysis.

We provide comprehensive training and support to help you achieve your goals. Our Learning & Development team will guide you through the process of obtaining your Personal Finance Society Diploma and Chartered Financial Planner qualification.

We offer a competitive salary of £25,000-£30,000 per annum, depending on your qualifications and experience. This includes fully funded training, 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.

We believe in investing in our people and providing them with opportunities for growth and development. If you are a motivated and ambitious individual looking to start a career in financial planning, we would love to hear from you.



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