Financial Planning Professional

3 weeks ago


Edinburgh, Edinburgh, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Financial Planning Trainee

At Evelyn Partners Fund Solutions Limited, we are committed to helping individuals and businesses achieve better outcomes. Our Financial Planning service aims to understand the needs of our clients so we can create bespoke financial plans and portfolios tailored to each individual client's personal 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 and Development

You'll be supported in completing your professional qualification via our partnerships with market leading training providers. This will ensure that you develop a broad range of skills whilst learning how to apply your new knowledge to real client scenarios.

  • 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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