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About Evelyn Partners

Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We offer a comprehensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We pride ourselves on providing an award-winning service to our clients by employing the best people. Our mission is to place the power of good advice into more hands, ensuring everyone has access to expert guidance, regardless of their financial situation.

Our core values drive our exceptional track record of growth and innovation: Personal, Partnership, and Performance. We offer a collaborative and supportive work environment, where our colleagues can thrive and deliver exceptional results.

About the Role

We are seeking a skilled Paraplanner to join our team of Financial Planners. As a Paraplanner, you will play a crucial role in preparing suitability reports, providing technical research services, and supporting the delivery of high-quality advice to our clients.

Key Responsibilities

• Prepare comprehensive suitability reports across a wide range of advice types, financial products, and investment solutions.
• Conduct thorough technical research to ensure accurate and up-to-date advice.
• Maintain accurate and up-to-date client records, ensuring Know Your Client information is complete and compliant.
• Collaborate with Financial Planners to ensure the correct client outcome is achieved.
• Support client meetings, including the presentation of cashflow models and other duties as required.
• Manage your workload to meet personal targets and communicate effectively with Financial Planners to manage expected delivery dates.
• Ensure compliance with FCA guidelines and maintain core systems to support the advice process.
• Identify and report any risks, breaches, or errors, ensuring risks are logged and mitigating actions are taken.

Requirements

• Demonstrable experience in paraplanning with a proven solid technical knowledge.
• Proven track record of delivering written financial advice.
• Excellent communication and stakeholder management skills, with the ability to work independently and within a team.
• Good organisation and prioritisation skills, with the ability to manage multiple tasks and deadlines.
• Literacy, numerical, and analytical skills are essential.

What We Offer

• 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 committed to creating a diverse and inclusive workplace, where all colleagues feel valued and empowered to achieve their full potential. We welcome applications from candidates who share our values and are passionate about delivering exceptional results.