Wealth Management Trainee

3 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Wealth Management at Evelyn Partners Fund Solutions Limited
Evelyn Partners Fund Solutions Limited is a leading force in UK wealth management and professional services. With over 180 years of experience, they have built a reputation for delivering good advice and exceptional service to individuals and businesses. The company is looking for a talented Wealth Management Trainee to join their team and contribute to the growth and success of the business.

About the Job
The Wealth Management Trainee will work closely with experienced professionals to develop their skills and knowledge in financial planning and wealth management. They will assist with front office tasks, prepare financial plans, and conduct research and analysis to ensure that client plans meet their individual needs. The ideal candidate will be committed to delivering exceptional client service and have a passion for building long-term relationships with clients.

Key Responsibilities
- Assist qualified financial planners with new and existing client work
- Support the preparation of new financial plans and monitor existing plans
- Conduct research and analysis to ensure that client plans are tailored to their individual needs

Requirements
- GCSE: Minimum Grade 5 (or equivalent) in English Language and Maths
- Commitment to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner

Benefits
- 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

Estimated Salary: £25,000 - £35,000 per annum (dependent on experience)

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