Financial Planning Professional
1 month 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.
Financial Planning Role OverviewAs a Trainee Financial Planning Professional, you will be learning a well-respected profession at a firm with an unparalleled reputation. You will work on front office financial planning tasks alongside studying for the Personal Finance Society Diploma, before moving forward to becoming a Chartered Financial Planner through the Chartered Insurance Institute.
Key Responsibilities- Assisting qualified financial planners and their support teams with new and existing client work.
- Supporting the preparation of new financial plans and monitoring and adapting existing plans, including research and analysis.
You'll be supported in completing your professional qualification via our partnerships with market leading training providers; allowing you to gain the expert knowledge needed to jumpstart your career in Financial Planning. The training will ensure that you develop a broad range of skills whilst learning how to apply your new knowledge to real client scenarios.
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.
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Financial Planning Professional
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Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Career OpportunityEvelyn Partners Fund Solutions Limited is a leading provider of wealth management and professional services. We are seeking a talented individual to join our Financial Planning team as a Trainee Financial Planning Professional.About the RoleAs a Trainee Financial Planning Professional, you will be responsible for...
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Financial Planning Professional
2 weeks ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeFinancial Planning Role at Evelyn PartnersEvelyn Partners Fund Solutions Limited is seeking a talented individual to join our Financial Planning team as a Trainee. As a key member of our team, you will be responsible for assisting qualified financial planners and their support teams with new and existing client work.Key Responsibilities:Support the...
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Financial Planning Professional
1 month ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJoin Our Financial Planning TeamEvelyn 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 Trainee. As a...
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Financial Planning Professional
1 month ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJoin Our Financial Planning TeamEvelyn 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 Trainee. As a...
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Financial Planning Professional
1 month ago
Bristol, Bristol, United Kingdom Evelyn Partners Fund Solutions Limited Full timeJoin Our Financial Planning TeamEvelyn 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 Trainee. As a...
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