Financial Planning Specialist

4 weeks ago


Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Description

Evelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services, with a legacy spanning over 180 years. Our commitment to delivering good advice and exceptional service has earned us a reputation as a trusted partner for individuals and businesses.

Our Financial Planning service is designed to understand the unique needs of our clients, creating bespoke financial plans and portfolios tailored to their personal circumstances. Our goal is to support our clients in achieving their financial aspirations, while also planning for unforeseen events.

As a Trainee Financial Planning Specialist, you will be part of a team that works with private individuals, trusts, and businesses to help them achieve their financial goals. You will learn how to build relationships, assess a client's financial position, and create flexible plans that evolve with their needs.

Key Responsibilities:

  • Assist qualified financial planners and their support teams with new and existing client work.
  • Support the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.

Learning & Development:

  • Fully funded training towards professional qualifications, including the Personal Finance Society Diploma and CII Chartered Financial Planner.
  • 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.


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