Paraplanner

Evelyn Partners; City of Edinburgh; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

A leading wealth management firm based in Edinburgh is seeking a skilled Paraplanner to support Senior Advisors in delivering exceptional client experiences. This role involves preparing comprehensive suitability reports, conducting technical research, and ensuring compliance with FCA guidelines. The ideal candidate will hold a Level 4 qualification in financial planning and possess strong communication skills. The position offers a hybrid working model and a comprehensive benefits package.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Fully funded training towards professional qualifications

Qualifications

• Demonstrable experience in paraplanning with a solid technical knowledge base.
• Ability to explain complex financial concepts clearly.

Responsibilities

• Prepare comprehensive suitability reports on financial products.
• Conduct technical research to support financial recommendations.
• Maintain accurate client records and ensure compliance.
• Collaborate with Financial Planners to enhance client experience.

Skills

CII Diploma in Financial Planning

Paraplanning experience

Understanding of financial planning principles

Communication skills

Education

Level 4 qualification - CII, Diploma in Financial Planning

Job description

Company 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.

Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department, you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.

• Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
• Conduct thorough technical research to support financial recommendations
• Maintain accurate and up-to‑date client records, ensuring sufficient Know Your Client information is present to demonstrate the suitability of our advice
• Collaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomes
• Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
• Manage processes and tasks in compliance with FCA guidelines and internal procedures
• Assist in the preparation of client presentations and supporting documentation
• Stay abreast of industry developments, regulatory changes, and best practices in financial planning

Qualifications

• Level 4 qualification - CII, Diploma in Financial Planning / Regulated Financial Planning or equivalent
• Demonstrable experience in paraplanning with a solid technical knowledge base
• Strong understanding of financial planning principles and processes
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts

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 dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave
• Fully funded training towards professional qualifications
• Cycle to work scheme
• Season ticket loan
• Eye care support

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.