Paraplanner

Evelyn Partners; Birmingham; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services firm in Birmingham is seeking a talented Paraplanner to support Financial Planners and enhance client experiences. Responsibilities include preparing suitability reports and conducting necessary technical research. The ideal candidate is Level 4 qualified in Financial Planning, possesses strong financial knowledge, and communicates effectively. This position offers a hybrid working model, competitive salary, and a range of benefits including private medical insurance and generous holiday packages.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Qualifications

• Strong understanding of FCA's COBS requirements for suitability.
• Demonstrable experience of paraplanning with strong technical knowledge.
• Ability to explain complex issues in writing and face-to-face.

Responsibilities

• Prepare suitability reports for various financial products.
• Carry out necessary technical research.
• Ensure client records are up to date and accurate.
• Collaborate with Financial Planners to enhance client experience.
• Manage process tasks in compliance with FCA guidelines.

Skills

Understanding financial planning principles

Excellent communication skills

Stakeholder management

Education

Level 4 qualified CII Diploma in Financial Planning

Job description

What will you be doing

We’re seeking a talented individual to join our Paraplanning team in Birmingham which is responsible for providing support to our Financial Planners and ensuring a positive experience for Evelyn Partners. This role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.

Whats 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 is a hybrid working role with a requirement to be in the office 1 day per week.

Sue Galvin Head of FP Support has recorded an audio clip which brings this role to life. Sue also shares what she believes makes Evelyn Partners a great place to work and what you can expect as part of our team. Click here to listen.

As a Paraplanner your responsibilities will include among others :

• 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 KYC information to demonstrate suitability of our advice and that they are kept accurate and up to date at all times
• Collaborate with Financial Planners to deliver a positive client experience ensuring client delivery dates and positive client outcomes are achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling as required
• Responsible for managing process tasks and complying with FCA guidelines

Qualifications :

• Must be Level 4 qualified CII Diploma in Financial Planning / Regulated Financial Planning
• 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
• Very strong understanding of the FCAs COBS requirements for suitability
• Good stakeholder management with positive influencing skills

Desired :

• Level 6 / Chartered status would be an advantage as would AF7

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 were 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.

Remote Work : No

Employment Type : Full-time

Experience : years

Vacancy : 1