Financial Planning Associate

4 weeks ago


Bracknell, Bracknell Forest, United Kingdom Evelyn Partners Full time

Company Overview

Evelyn Partners stands as the premier integrated wealth management and professional services organization in the UK, boasting over 186 years of expertise in empowering individuals and businesses to flourish. We provide a comprehensive array of financial and professional services tailored to individuals, family trusts, professional intermediaries, charities, and enterprises.

Our commitment to delivering an award-winning service is realized through our talented team. We invite you to join us in our endeavor to democratize access to quality financial advice, as we believe that everyone deserves guidance on their financial journey.

Our exceptional growth and innovation are fueled by our core principles: Personalization, ensuring advice is rooted in a deep understanding of client priorities; Collaboration, partnering with clients in a cohesive and integrated manner; and Excellence, showcasing a wide-ranging expertise to achieve outstanding results.

Discover more about our organization and explore available career opportunities on our website.

Role Overview

Key Responsibilities:

In this role, you will be responsible for crafting suitability reports and delivering comprehensive technical research services across a diverse spectrum of financial products and planning avenues to support a team of Financial Planners. A solid understanding of client needs and desired outcomes is essential. You will ensure that client advice is of the utmost quality, efficiently delivered while minimizing business risks and contributing to the achievement of organizational goals. Additionally, you will assist financial planners during client meetings, including presenting cash flow analyses and addressing technical inquiries.

Your responsibilities will include:

Developing suitability reports across various advice categories, financial products, and investment strategies Conducting necessary technical research Ensuring client records are comprehensive and up-to-date to validate the suitability of our advice Collaborating with Financial Planners to secure optimal client outcomes Participating in client meetings to aid Financial Planners in delivering cash flow modeling as needed Managing your workload to meet personal performance targets Effectively communicating with Financial Planners to manage expected timelines Overseeing processes and tasks while adhering to regulatory guidelines Maintaining core systems to ensure all documentation is uploaded to support the advice Identifying and reporting any risks, breaches, or errors, ensuring risks are logged with appropriate mitigation actions

Qualifications:

To excel in this position, you should possess:

Proven experience in paraplanning with a strong technical foundation A successful history of delivering written financial recommendations Strong organizational and prioritization skills; capable of working both independently and collaboratively Excellent verbal and written communication abilities Effective stakeholder management and positive influencing skills Essential literacy, numerical, and analytical skills

Additional Benefits:

As a member of Evelyn Partners, you will enjoy a range of benefits, including:

Competitive salary Private medical coverage Life insurance Pension contributions Flexible working arrangements (dependent on role) Generous holiday allowance Option to purchase additional leave Shared parental leave

We take pride in embracing the diversity that a varied workforce brings, reflecting the society and clients we serve. At Evelyn Partners, we actively support numerous employee resource groups and are committed to advancing diversity, equity, and inclusion initiatives throughout the organization. We strive to create a workplace where all employees, regardless of their identity, background, or circumstances, feel valued and empowered to reach their full potential in a safe and inclusive environment.

We are happy to accommodate any reasonable adjustments needed during the application process. Please inform your Recruiter of any specific requirements.



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