Financial Planning Specialist
21 hours ago
Evelyn Partners Fund Solutions Limited, a leading force in UK wealth management and professional services, has been helping individuals and businesses achieve better outcomes for over 180 years. Our team of passionate professionals is united by a shared purpose: to deliver good advice and exceptional service.
This graduate programme offers a unique opportunity to learn from experienced financial planners and gain hands-on experience in front office tasks. You will work closely with colleagues in Investment Management to build a knowledge of portfolio construction and how these portfolios are used as a vehicle for delivering financial goals.
To succeed in this role, you will need to be committed to completing the Personal Finance Society Diploma (DipPFS) and CII Chartered Financial Planner qualification. You will also require GCSEs in English Language and Maths with a minimum grade 5 or equivalent.
- Fully Funded Training: Evelyn Partners Fund Solutions Limited covers all training costs towards your professional qualifications.
- Competitive Salary: The estimated salary range for this position is £25,000 - £30,000 per annum, depending on experience.
- Benefits: 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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