Job Description
What will you be doing?
We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department, you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.
As a Paraplanner, your responsibilities will include among others
* Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
* Conduct thorough technical research to support financial recommendations
* Maintain accurate and up-to-date client records, ensuring sufficient Know Your Client information is present to demonstrate the suitability of our advice
* Collaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomes
* Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
* Manage processes and tasks in compliance with FCA guidelines and internal procedures
* Assist in the preparation of client presentations and supporting documentation
* Stay abreast of industry developments, regulatory changes, and best practices in financial planning
Qualifications
Skills and Experience
To be successful in this role, you should
* Level 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent
* Demonstrable experience in paraplanning with a solid technical knowledge base
* Strong understanding of financial planning principles and processes
* Excellent written and verbal communication skills, with the ability to explain complex financial concepts
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.