Company Description
Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.
Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
What will you be doing?
We're seeking a talented individual to join our Financial Planning team, in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.
What's in it for me?
As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from.
Some of your responsibilities will be to:
1. Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
2. To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
3. Carry out any necessary technical research
4. Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
5. Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets.
6. Communicate effectively with the Financial Planners to manage expected delivery dates
7. Responsible for managing process, tasks and complying with FCA guidelines
Qualifications
To be successful in this role, you should have:
8. Must be qualified within Financial Planning CII Level 4 or above
9. Demonstrable experience of paraplanning gained with a proven solid technical knowledge
10. Proven track record of delivering written financial advice
11. Experience of completing suitability reports while researching and analysing products
12. Strong knowledge of financial products
13. Good organisation and prioritisation skills; able to work independently and within a team
14. Excellent communication skills both written and verbal
15. Good stakeholder management with positive influencing skills
16. Literacy, numerical and analytical skills are essential
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include
• 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
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.