Financial Planning Professional
4 weeks ago
Evelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve better outcomes.
About the RoleWe are seeking a talented and ambitious individual to join our Financial Planning team as a Graduate Trainee. As a Trainee, Financial Planning, you will be learning a well-respected profession at a firm with an unparalleled reputation.
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.
- Commitment to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner.
- GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively.
- Fully funded training towards 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.
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