Financial Planning Expert

2 days ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Expert Financial Planning Role

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).



  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    At Evelyn Partners Fund Solutions Limited, we are dedicated to delivering exceptional financial planning services to our clients. As a Trainee Financial Planning professional, you will play a crucial role in helping us achieve this goal.Job OverviewThe Trainee Financial Planning role is an exciting opportunity for individuals who are passionate about...


  • Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    About the OpportunityThis is an exciting chance to significantly impact the European Financial Planning & Analysis (FP&A) team. Strong stakeholder management is required to build trusting relationships and help influence strategic business decisions. It offers the chance to work with diverse teams across Europe, providing crucial financial insights and...


  • Bracknell, Bracknell Forest, United Kingdom Blue Yonder Full time

    Job SummaryWe are seeking an experienced Expert Retail Planning Solutions Designer to join our team at Blue Yonder. This is a highly rewarding opportunity to design and implement best-in-class retail planning solutions for our customers.About the RoleDesign and deliver retail planning solutions that meet the needs of our customers, utilizing your expertise...


  • Bracknell, Bracknell Forest, United Kingdom Marc Daniels Full time

    Job DescriptionA highly innovative and fast-paced global business in the Bracknell area is seeking an experienced Financial Accounting Expert to take ownership of their European accounting operations.This exciting opportunity will involve driving end-to-end process improvements, partnering with the business to ensure accurate and high-quality financial data,...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is seeking an ambitious Client Service Coordinator to join our Financial Planning team in Bracknell. As a key member of the team, you will provide full administrative support to Financial Planners, ensuring excellent client outcomes and building strong relationships with clients.Key Responsibilities:Work closely with...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Evelyn Partners Fund Solutions Limited is a leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and...


  • Bracknell, Bracknell Forest, United Kingdom JLP Insights & Media website Full time

    Job Title: Financial Performance Improvement ManagerAbout the Company:The John Lewis Partnership is committed to delivering the best possible basis for decision making to its stakeholders. Our Commercial Finance team plays a crucial role in achieving this vision by driving business performance through strategic financial analysis and planning.This exciting...


  • Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £35,000 - £55,000

    beBee Professionals is seeking an Estimating and Budgeting Expert to join our construction team. The ideal candidate will have a strong background in cost estimation, project management, and contract negotiation, with excellent communication and negotiation skills.Key Responsibilities:Estimate costs for construction projects and prepare detailed quantity...


  • Bracknell, Bracknell Forest, United Kingdom HEALWELL MANAGEMENT LLC Full time

    Join Our Team as a Management Accountant ExpertWe are looking for an experienced Management Accountant Expert to join our finance team at HEALWELL MANAGEMENT LLC. As a key member of the team, you will be responsible for providing financial support and guidance to commercial decision-makers.About the Role:- Providing analysis and insight linking financial...

  • Financial Director

    3 weeks ago


    Bracknell, Bracknell Forest, United Kingdom Robert Walters UK Full time

    About Robert Walters UKOverviewRobert Walters UK is partnering with a highly acquisitive organization specializing in professional services. The company is seeking a Financial Controller to join their team on a permanent basis.Job DescriptionThe Financial Controller will be responsible for overseeing and managing the finance function and operations, ensuring...

  • Financial Controller

    3 months ago


    Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £45,000 - £65,000

    Finance ManagerWe are seeking a highly skilled and experienced Finance Manager to join our finance team in Bracknell, United Kingdom. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and...


  • Bracknell, Bracknell Forest, United Kingdom Connect44 GmbH Full time

    Job OverviewWe are looking for an experienced Ledger Maintenance and Reporting Expert to join our finance team at Connect44 GmbH in Bracknell. As a key member of our team, you will be responsible for ensuring accurate and timely reporting of financial accounts, as well as developing and implementing commercial analysis and review processes.About the Job:You...


  • Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    P2P Accounts Payable Manager - Job DescriptionJob Overview:Rd Financial Recruitment Ltd is seeking an experienced P2P Accounts Payable Manager to drive process standardisation and optimisation in France-speaking regions. The successful candidate will be responsible for working with the Process Owner, shared service centre teams, and business leaders to...


  • Bracknell, Bracknell Forest, United Kingdom Rd Financial Recruitment Ltd Full time

    P2P Accounts Payable Manager Job BriefJob Summary:Rd Financial Recruitment Ltd is seeking a skilled P2P Accounts Payable Manager to lead the implementation of process improvements in France-speaking regions. The successful candidate will have experience in managing P2P operations in a global brand and driving process standardisation and optimisation.Key...

  • Financial Director

    2 months ago


    Bracknell, Bracknell Forest, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a seasoned Financial Director to lead our finance team in Bracknell, United Kingdom. As a key member of our leadership team, you will be responsible for overseeing financial planning, reporting, and analysis to ensure the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial strategies...


  • Bracknell, Bracknell Forest, United Kingdom Pioneer Selection Full time

    Job Summary:We are seeking a highly motivated Manufacturing and Maintenance Expert to join our team in Bracknell. As a key member of the engineering department, you will be responsible for carrying out Predictive Maintenance Plans (PPMS), attending to breakdowns, and participating in engineering projects such as Continuous Improvement (CI) and Root Cause...


  • Bracknell, Bracknell Forest, United Kingdom Teksystems, Inc. Full time

    Company OverviewTeksystems Global Services is a leading IT services and staffing company with a strong presence globally. Our organization provides a comprehensive range of services, from engagement management to full outsourcing for applications, infrastructure, and learning solutions.Our core values - relationships, commitment, serving others, and open...


  • Bracknell, Bracknell Forest, United Kingdom Nec Software Solutions Full time

    We are a global technology leader, providing innovative solutions for public services. As a Business Operations Expert, you will play a critical role in helping our clients achieve their goals.As a key member of our team, you will be responsible for delivering business solutions that meet the needs of our clients. This may involve working with our clients to...


  • Bracknell, Bracknell Forest, United Kingdom Marc Daniels Full time

    Job OverviewA leading global business in the Bracknell area is seeking an experienced professional to take ownership of their European accounting operations.This role offers a unique opportunity to join a company during an exciting period of growth and change, with exposure to project teams and process improvement initiatives.You will be responsible for...


  • Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Fund Solutions Limited Full time

    Career Opportunities in Financial PlanningWe are seeking a highly skilled and ambitious individual to join our Financial Planning team as a professional financial planner. This is an exciting opportunity for someone looking to progress their career in financial planning and gain valuable experience working with clients.About Evelyn Partners Fund Solutions...