Job Description
Job Purpose
The successful candidate will join our Paraplanning team in Bristol, supporting the preparation of suitability reports and delivering comprehensive technical research across a wide range of financial products and planning opportunities for our team of Financial Planners.
This role has a hybrid working pattern with a minimum of one day in the office per week and remainder working from home.
Key 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 KYC 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 in achieved
* Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
* Manages 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
* Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
* Participate in local projects to support the overall Financial Planning Team, as required
Qualifications
Skills, Experience & Qualifications
* Demonstrable experience of paraplanning gained 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
Professional Qualifications and Education
* Level 4 Diploma in Financial Planning (DipPFS) is essential
* A desire to develop further and to undertake relevant examinations and working towards Chartered status
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 dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.