Financial Planning Professional
4 days ago
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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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...
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Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time{"title": "Financial Planning Role", "description": "Job SummaryWe are seeking a skilled Financial Planning professional to join our team at Evelyn Partners. As a Financial Planning Assistant, you will play a key role in supporting our Financial Planners in providing high-level advice to clients.Key ResponsibilitiesAssist Financial Planners in meeting and...