Overview

Paraplanner role at Evelyn Partners

Join Evelyn Partners as a Paraplanner. This role supports 1-2 Financial Advisers with client meetings, including presentation of cashflow, and prepares responses and reporting on technical matters.

Company description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and we are a team of professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and collaboration, we have become a trusted advisor to countless clients.

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team, in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.

What’s in it for me?

As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications. You will collaborate with a team of experienced Paraplanners and Financial Advisers.

Responsibilities

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Ensure that the preparation of advice for clients is of the highest quality and delivered efficiently while mitigating risks to the business and aiding achievement of business targets
• Communicate effectively with the Financial Planners to manage expected delivery dates
• Responsible for managing processes, tasks and complying with FCA guidelines

Qualifications

• Must be qualified within Financial Planning CII Level 4 or above
• Demonstrable experience of paraplanning with strong technical knowledge
• Proven track record of delivering written financial advice
• Experience of completing suitability reports while researching and analysing products
• Strong knowledge of financial products
• Good organisation and prioritisation skills; able to work independently and within a team
• Excellent written and verbal communication skills
• Good stakeholder management with positive influencing skills
• Literacy, numerical and analytical skills

Additional information

As a colleague at Evelyn Partners you will have access to benefits that include:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you’ll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please discuss your needs with your recruiter.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Analyst

We are not listing this as expired; apply if you meet the qualifications.