Senior Financial Services Consultant

2 days ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time
Unlock Your Potential as a Senior Financial Services Consultant

We are seeking a highly skilled and experienced Paraplanner to join our team at Evelyn Partners in Newcastle. This is an excellent opportunity for a motivated individual to develop their career and contribute to the success of our business.

About Us
Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses. Our award-winning service is driven by our core values of Personal, Partnership, and Performance, which enable us to deliver first-class results for our clients.

Job Description
As a Senior Financial Services Consultant, you will be responsible for preparing suitability reports and providing technical research services across a broad range of financial products and planning opportunities. You will work closely with our Financial Planners to ensure that client records contain sufficient Know Your Client information and that they are kept accurate and up-to-date at all times. You will also attend client meetings to support the delivery of cashflow modelling, as required, and manage your own workload to meet personal targets.

Responsibilities:
  • Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
  • Carry out any necessary technical research
  • Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up-to-date at all times
  • Work with the Financial Planner to ensure the correct client outcome is achieved
  • Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
  • Manage your own workload to meet personal targets
  • Communicate effectively with the Financial Planners to manage expected delivery dates
  • Responsible for managing process, tasks, and complying with FCA guidelines
  • Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
  • 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:
  • A minimum CISI Diploma Level 4 qualification or equivalent
  • Demonstrable experience of paraplanning gained with a proven solid technical knowledge
  • A 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

What We Offer:
We are proud to offer a competitive salary of £35,000 - £50,000 per annum, depending on experience, private medical insurance, life assurance, pension contribution, hybrid working model (role-dependent), generous holiday package, option to purchase additional holiday, and shared parental leave. We are committed to providing a workspace where all colleagues feel respected as individuals and can achieve their full potential and work in a safe, supportive, and inclusive environment.

At Evelyn Partners, we value diversity and believe that a diverse workforce brings a range of perspectives, ideas, and experiences that are essential to our success. We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

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