Paraplanning Specialist

About the Role

We are seeking a skilled Paraplanner to join our Financial Planning team at Evelyn Partners. As a Paraplanner, you will play a vital role in supporting our Financial Planners in delivering high-quality financial advice to our clients.

Key Responsibilities

• 
  
• Prepare suitability reports for a range of financial products and planning opportunities
  
• Conduct technical research to support the delivery of financial advice
  
• Ensure client records are accurate and up-to-date, and that Know Your Client information is sufficient to demonstrate suitability
  
• Work with Financial Planners to ensure the correct client outcome is achieved
  
• Attend client meetings to support the delivery of cashflow modelling, as required
  
• Manage workload to meet personal targets and communicate effectively with Financial Planners
  
• Responsible for managing process, tasks, and complying with FCA guidelines
  
• Maintain core systems and ensure all documents are uploaded to the back-office system
  
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
  

Requirements

To be successful in this role, you should have:

• 
  
• Demonstrable experience of paraplanning with a proven solid technical knowledge
  
• Proven track record of delivering written financial advice
  
• 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
  

Benefits

As a colleague at Evelyn Partners, you will have access to a range of benefits, including competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, and generous holiday package.

Company Culture

We value diversity and inclusion at Evelyn Partners and strive to create a safe, supportive, and inclusive environment for all colleagues. We welcome applications from individuals who share our commitment to these values.