Paraplanner

Summary

Join Evelyn Partners' Central support Paraplanning team as a Paraplanner, providing support to Financial Planners and ensuring a positive client experience. You will prepare suitability reports, support financial planners in client meetings, conduct technical research, maintain accurate client records, and ensure high-quality advice delivery. The role involves managing processes, tasks, and compliance with FCA guidelines. This remote position offers a structured training program, opportunities for professional development, and collaboration with experienced professionals. Evelyn Partners provides a supportive and inclusive work environment.

Requirements

• 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

Responsibilities

• 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

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