Paraplanner

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role, you will also support financial planners with client meetings, including the presentation of cashflow and preparing responses 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. We also have a team of experienced Paraplanners and Financial Advisers with whom you will have the opportunity to collaborate and learn.

This role is a remote opportunity to work with the central support Paraplanning team nationwide.

Some of your responsibilities will be to:

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
• Support financial planners with client meetings, including the 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 in an efficient manner while mitigating any risks to the business and assisting with the achievement of business targets.
• Communicate effectively with the Financial Planners to manage expected delivery dates.
• Manage processes, tasks, and comply with FCA guidelines.

Qualifications

To be successful in this role, you should have:

• Must be Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning. Level 6/Chartered status would be an advantage, as would AF7.
• Demonstrable experience of paraplanning with a proven solid 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 such as SIPPs, ISAs, Pensions, Bonds, Investments, inheritance tax, and estate planning.
• Good organisation and prioritisation skills; able to work independently and within a team.
• Excellent communication skills both written and verbal.
• Good stakeholder management with positive influencing skills.
• Literacy, numerical, and analytical skills are essential.

Additional Information

As a colleague here 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.

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 your needs throughout the application process. Please let your Recruiter know.