Paraplanner

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Purpose

To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients' needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.

Key Responsibilities

Prepare suitability reports across a wide range of advice types, financial products, and investment solutions

Carry out any necessary technical research

Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times

Work with the Financial Planner to ensure the correct client outcome in achieved

Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required

Manages own workload to meet personal targets

Communicate effectively with the Financial Planners to manage expected delivery dates

Responsible for managing process, tasks and complying with FCA guidelines

Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice

Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls

Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log

Participate in local projects to support the overall Financial Planning Team, as required

Skills, Experience & Qualifications

Demonstrable experience of paraplanning gained with a proven solid technical knowledge Required

Proven track record of delivering written financial advice Required

Good organisation and prioritisation skills; able to work independently and within a team Required

Excellent communication skills both written and verbal Required

Good stakeholder management with positive influencing skills Required

Literacy, numerical and analytical skills are essential Required

Professional Qualifications and Education

Level 4 Diploma in Financial Planning (DipPFS)

A desire to develop further and to undertake relevant examinations and working towards Chartered status

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

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know