Paraplanner - London, England, United Kingdom - Evelyn Partners Limited

London, England, United Kingdom

3/31/2025

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.

Job Description

What will you be doing?

We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses 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.

This role is a remote opportunity to work with the central support Paraplanning team nationwide.

Some Of Your Responsibilities Will Be To

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
• Carry out any necessary technical research
• 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
• 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.
• Communicate effectively with the Financial Planners to manage expected delivery dates
• Responsible for managing process, tasks and complying with FCA guidelines
  
  

Qualifications

To be successful in this role, you should have:

• Must be qualified within Financial Planning Level 4 or above
• Demonstrable experience of paraplanning gained with a proven solid technical knowledge
• Proven track record of delivering written financial advice
• Experience of completing suitability reports while researching and analysing products
• Strong knowledge of financial products
• 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
  
  

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• 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.

About Us

Evelyn Partners is a leading provider of wealth management services in the UK. Our mission is to deliver high-quality financial advice and support to our clients, helping them to achieve their goals and secure their financial futures.

We believe in creating a positive and inclusive workplace culture, where our employees can thrive and grow. We offer a comprehensive training program, opportunities for career advancement, and a range of benefits to support our employees' well-being.

If you share our values and are passionate about delivering exceptional service to our clients, we would love to hear from you!

Responsibilities

The successful candidate will have the following responsibilities:

• Support financial planners with client meetings and presentations
• Prepare suitability reports and other documents
• Conduct research and analysis of financial products
• Maintain accurate and up-to-date client records
• Manage process, tasks, and comply with FCA guidelines
  
  

Requirements

To be considered for this role, you must have:

• Qualification in Financial Planning Level 4 or above
• Demonstrable experience of paraplanning with a strong technical knowledge
• Proven track record of delivering written financial advice
• Strong knowledge of financial products
• Good organisational and prioritisation skills
• Excellent communication and stakeholder management skills