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
We’re seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office. This hybrid role both within Paraplanning and Associate Financial Planning and is ideally suited to someone who wants to continue progressing down the advisory route, while developing deeper technical knowledge and expertise.
Our team provides comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. In this role, you will not hold your own client bank but will work closely with Partners to deliver high‑quality client outcomes. Responsibilities span technical research, preparation of advice, and maintaining accurate records, while also supporting client interactions and meetings where required.
Key Responsibilities
As a Paraplanner / Associate Financial Planner, your responsibilities will include:
1. Gathering client information and documentation to support advice preparation, and conducting technical research across a wide range of financial products and solutions.
2. Collaborating with Financial Planners to ensure clients receive the right advice to achieve their objectives, while maintaining strong client relationships.
3. Preparing suitability reports and supporting documentation for Financial Planners.
4. Ensuring all advice-related tasks are completed accurately and uploaded to internal systems.
5. Maintaining comprehensive and up-to-date client records in line with FCA and company standards.
6. Supporting Financial Planners in client meetings, including cashflow modelling and note-taking where required.
Qualifications
Qualifications & Skills
To be successful in this role, you should:
7. Hold a Level 4 Diploma in Financial Planning, with a desire to develop further and work towards Chartered status.
8. Have strong technical knowledge of financial planning processes and products.
9. Demonstrate excellent attention to detail and accuracy.
10. Be able to manage multiple priorities and deadlines effectively.
11. Have strong communication and collaboration skills.
12. Maintain a professional approach and lead by example.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
13. Competitive salary
14. Private medical insurance
15. Life assurance
16. Pension contribution
17. Hybrid working model (role dependant)
18. Generous holiday package
19. Option to purchase additional holiday
20. 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.