Financial Planning Professional

1 month ago


Guildford, Surrey, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Grow Your Career as a Trainee Financial Planner

We are seeking highly motivated and ambitious individuals to join our team as Trainee Financial Planners. In this role, you will have the opportunity to develop your skills and knowledge in financial planning, working closely with experienced professionals who will guide and support you every step of the way.

As a Trainee Financial Planner, you will assist qualified financial planners and their support teams with new and existing client work. You will also support the preparation of new financial plans and monitor and adapt existing plans, including research and analysis.

We believe that hands-on experience is key to creating well-rounded trusted advisers. Therefore, 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.

The training will ensure that you develop a broad range of skills while learning how to apply your new knowledge to real client scenarios. You will receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department.

We offer a competitive salary of £25,000-£30,000 per annum, depending on your qualifications and experience. This includes 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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