Paraplanning Specialist
1 week ago
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.
Our mission is to empower individuals and businesses with access to good advice, regardless of their financial situation. We achieve this by employing the best people and providing an award-winning service to our clients.
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 be responsible for preparing suitability reports, providing technical research services, and supporting Financial Planners with client meetings.
Key Responsibilities
- Prepare suitability reports across a range of advice types, financial products, and investment solutions
- Conduct technical research to support Financial Planners
- Ensure client records are accurate and up-to-date
- Support Financial Planners with client meetings and cashflow modelling
- Manage workload to meet personal targets and communicate effectively with Financial Planners
- Comply with FCA guidelines and maintain core systems
- Identify and report risks, breaches, or errors
Requirements
- Demonstrable experience in paraplanning with a solid technical knowledge
- Proven track record of delivering written financial advice
- Excellent communication and stakeholder management skills
- Good organisation and prioritisation skills
- Literacy, numerical, and analytical skills
What We Offer
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
We value diversity and inclusion and are committed to creating a workplace where all colleagues feel respected and valued. We welcome applications from individuals who share our values and are passionate about delivering exceptional results.
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