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Paraplanning Professional

2 months ago

Edinburgh, Edinburgh, United Kingdom Evelyn Partners Full time
About the Role

This Paraplanner position at Evelyn Partners is a key opportunity to support our Financial Planners in delivering exceptional client experiences. As a Paraplanner, you will play a vital role in preparing suitability reports, conducting technical research, and ensuring client records are accurate and up-to-date.

Key Responsibilities
  • Prepare comprehensive suitability reports across various advice types, financial products, and investment solutions.
  • Conduct thorough technical research to inform advice and recommendations.
  • Maintain accurate and up-to-date client records, ensuring sufficient Know Your Client information is present.
  • Collaborate with Financial Planners to deliver a positive client experience, meeting client delivery dates and achieving positive outcomes.
  • Attend client meetings to support Financial Planners in delivering cashflow modelling, as required.
  • Manage processes, tasks, and adhere to FCA guidelines.
Requirements
  • You must be Level 4 qualified, with a Diploma in Financial Planning or Regulated Financial Planning being required.
  • A Level 6 or AF7 qualification, along with Chartered status, would be an advantage.
  • You should have a strong understanding of financial planning principles.
  • Demonstrable experience in paraplanning, with a proven technical knowledge and track record of delivering written financial advice.
  • Excellent communication skills, with the ability to explain complex issues in writing and face-to-face.
  • A strong understanding of the FCA's COBS requirements for suitability.
  • Good stakeholder management and positive influencing skills.
About Evelyn Partners

We value diversity and promote a culture of inclusion, representing society and our clients. Our diverse employee resource groups and ongoing DEI initiatives aim to create a safe and supportive environment for all colleagues to thrive.