Paraplanner

Evelyn Partners; Exeter; Hybrid; GBP 30,000 - 60,000; Full time

Job summary

An established industry player in wealth management seeks a dedicated Paraplanner to join their Exeter team. This role offers a unique opportunity to support Financial Planners and enhance client experiences through structured training and collaboration with experienced professionals. The company values continuous professional development, ensuring that you can excel in your career while contributing to a positive and inclusive work environment. If you are passionate about financial advice and client service, this role could be the perfect fit for you.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Must be Level 4 qualified in Financial Planning.
• Demonstrable paraplanning experience with solid technical knowledge.

Responsibilities

• Prepare suitability reports across various financial products.
• Collaborate with Financial Planners to ensure positive client outcomes.
• Attend client meetings to support cashflow modelling.

Skills

Paraplanning

Financial Planning

Technical Research

Communication Skills

Stakeholder Management

Education

Level 4 qualified – CII, Diploma in Financial Planning

Level 6/Chartered status

Job description

For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.

Job Description

What will you be doing?

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

What’s 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 3 days per week.

As a Paraplanner, your responsibilities will include among others:

• Prepare suitability reports across a wide range of advice types, financial products, and investmentsolutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability ofour 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, asrequired
• Responsible for managing process, tasks and complying with FCA guidelines

Qualifications

To be successful in this role, you should

• Must be Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning
• Level 6/Chartered status would be an advantage, as would AF7
• 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 FCA's COBS requirements for suitability
• Good stakeholder management with positive influencing skills

Additional Information

As a colleague here at Evelyn Partners you will have access to benefits that include:

• Private medical insurance
• Life assurance
• Pension contribution
• 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 we’re 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.