Paraplanner

SmartRecruiters, Inc.; Greater London; On-site; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is seeking a diligent Paraplanner to support Financial Planners with suitability reports and technical research across a wide range of products. You will help ensure high-quality client outcomes, accurate KYC data, and efficient processing within FCA guidelines.

The role emphasizes collaboration with planners on cashflow modelling, risk management, and maintaining CPD logs, with opportunities to contribute to local projects and professional development.

Qualifications

• Demonstrable paraplanning experience with strong technical knowledge.
• Proven track record delivering written financial advice.
• Good organisation and prioritisation; works well independently and in a team.
• Excellent written and verbal communication skills.
• Strong stakeholder management and analytical abilities.

Responsibilities

• Prepare suitability reports across a broad range of advice types and financial products.
• Carry out necessary technical research to support advice.
• Ensure client records have complete Know Your Client information and are up to date.
• Collaborate with Financial Planners to ensure correct client outcomes.
• Attend client meetings to support cashflow modelling and related tasks.
• Manage workload to meet personal targets and delivery dates.
• Maintain and log risks, breaches, or errors with corrective actions.

Education

Level 4 Diploma in Financial Planning (DipPFS)

Pursuing Chartered status

Job 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

Job Purpose
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 in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.

Qualifications

Key Responsibilities

• 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 Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Work with the Financial Planner to ensure the correct client outcome in achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Manages own workload to meet personal targets
• Communicate effectively with the Financial Planners to manage expected delivery dates
• Responsible for managing process, tasks and complying with FCA guidelines
• Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
• Participate in local projects to support the overall Financial Planning Team, as required

Skills, Experience & Qualifications

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

Professional Qualifications and Education

• Level 4 Diploma in Financial Planning (DipPFS)
• A desire to develop further and to undertake relevant examinations and working towards Chartered status

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.