Financial Planning Professional

4 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

Unlock your potential in a dynamic and respected profession with Evelyn Partners.

About the Role

As a Trainee Financial Planning professional, you will be part of a well-established team that delivers exceptional service and good advice to individuals, trusts, and businesses. Your role will involve building relationships, assessing clients' financial positions, and creating tailored financial plans to help them achieve their goals.

Key Responsibilities

  • Assist qualified financial planners and support teams with new and existing client work
  • Support the preparation of new financial plans and monitoring and adapting existing plans
  • Conduct research and analysis to inform financial planning decisions
  • Develop a broad range of skills through fully funded training towards professional qualifications

What We Offer

  • Competitive salary
  • 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

Join Our Team

Evelyn Partners is a leading force in UK wealth management and professional services, with a legacy built on delivering good advice and exceptional service. Our team of passionate professionals is united by a shared purpose: to help individuals and businesses achieve better outcomes.



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