Financial Planning Expert
2 days ago
We are seeking a talented and ambitious individual to join our Financial Planning team in Bracknell. This is an exciting opportunity for someone looking to start their career in financial planning and gain hands-on experience working with clients.
About Evelyn Partners Fund Solutions Limited
We have over 180 years of experience helping individuals and businesses achieve better outcomes through good advice and exceptional service. Our legacy is built on a commitment to delivering value to our clients, and we take pride in being a leading force in UK wealth management and professional services.
Key Responsibilities:
- Assist qualified financial planners with new and existing client work, including research and analysis.
- Support the preparation of new financial plans and monitoring and adapting existing plans.
Requirements:
- Degree-level qualification or equivalent experience.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
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.
Salary: £25,000-£30,000 per annum (dependent on experience).
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