Paraplanner

TN United Kingdom; Bracknell; On-site; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a skilled paraplanner to join their dynamic team. In this role, you will prepare suitability reports and provide comprehensive technical research across various financial products. Your expertise will support financial planners in delivering exceptional client outcomes while ensuring compliance with industry guidelines. With a commitment to diversity and inclusion, this innovative firm offers a supportive environment where your contributions will make a significant impact. If you have a passion for financial advice and a desire to help clients thrive, this is the perfect opportunity for you.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Demonstrable experience of paraplanning with solid technical knowledge.
• Proven track record of delivering written financial advice.

Responsibilities

• Prepare suitability reports across a wide range of advice types.
• Attend client meetings to support the Financial Planner in cashflow modelling.

Skills

Paraplanning

Technical Knowledge

Communication Skills

Stakeholder Management

Analytical Skills

Job description

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Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

Our exceptional track record of growth and innovation is driven by our core values: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here.

Job Description

What will you be doing?

To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients’ needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivered efficiently while mitigating risks to the business and supporting the achievement of business targets. To support financial planners with client meetings, including presenting cashflow and other duties such as preparing responses on technical matters.

Some of your responsibilities will be to:

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
• Carry out necessary technical research.
• Ensure client records contain sufficient Know Your Client information to demonstrate the suitability of our advice, and that they are kept accurate and up to date.
• Work with the Financial Planner to ensure correct client outcomes are achieved.
• Attend client meetings to support the Financial Planner in delivering cashflow modelling, as required.
• Manage your workload to meet personal targets.
• Communicate effectively with the Financial Planners to manage expected delivery dates.
• Ensure compliance with FCA guidelines and manage processes and tasks accordingly.
• Maintain core systems, ensuring all documents are uploaded to the back-office system to support the advice process.
• Identify and report risks, breaches, or errors, logging them and implementing mitigating actions and controls.

Qualifications

To be successful in this role, you should have:

• Demonstrable experience of paraplanning with solid technical knowledge.
• A proven track record of delivering written financial advice.
• Good organisation and prioritisation skills; able to work independently and within a team.
• Excellent communication skills, both written and verbal.
• Good stakeholder management and positive influencing skills.
• Strong literacy, numerical, and analytical skills.

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Private medical insurance
• Life assurance
• Pension contribution
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value diversity and are committed to creating an inclusive environment. We offer various diversity, equity, and inclusion initiatives and are happy to make reasonable adjustments throughout the application process. Please inform your Recruiter of any needs.