Financial Planning Specialist

4 weeks ago

Leeds, Leeds, United Kingdom Evelyn Partners Fund Solutions Limited Full time

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. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. 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. Our goal is to support them, by building a plan with them, to ensure all life's stages, opportunities and challenges are covered whilst also preserving and growing their wealth. As a Trainee, Financial Planning, you will be learning a well-respected profession at a firm with an unparalleled reputation. We will teach you how to build relationships, assess a client's complete financial position, build flexible plans to evolve with them whilst also supporting these plans with appropriate recommendations of services and products that will deliver their needs, goals and aspirations. 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. Your responsibilities will include 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 will also be supported in completing your professional qualification via our partnerships with market leading training providers. You'll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. You'll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department. You'll be entitled to 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, and shared parental leave.

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