Paraplanner

Summary

Join Evelyn Partners on our mission to place the power of good advice into more hands by providing support to Financial Planners and ensuring a positive experience for clients.

Requirements

• Must be Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning
• Level 6/Chartered status would be an advantage, as would AF7
• Very strong understanding of financial planning principles
• Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice
• Excellent communication skills with the ability to explain complex issues in writing and face-to-face

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 Know Your Client 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 is 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

Benefits

• 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