Financial Planning Professional

4 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Financial Planning Graduate Programme

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 Role

We 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.
Requirements
  • 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.
What We Offer
  • 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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