Paraplanner (Pensions Management)
2 weeks ago
Office Location: Glasgow (177 Bothwell Street)
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.
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; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.
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. 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.
Prepare suitability reports across a wide range of advice types, financial products, and investmentsolutions
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, asrequired
Communicate effectively with the Financial Planners to manage expected delivery dates
Maintain core systems ensuring that all documents are uploaded to the back-office system tosupport the advice
Identify and report any risks, breaches, or errors through ensuring risks are logged through tomitigating actions and controls
Proven track record of delivering written financial advice
• Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Shared parental leave
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.
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