Paraplanner / Associate Financial Planner

evelyn Partners; Newcastle upon Tyne; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A leading wealth management firm in the UK seeks an AFP/Paraplanner to support Financial Planners in delivering high-quality client outcomes. The role involves conducting technical research, preparing suitability reports, and ensuring compliance with FCA standards. Candidates should hold a Level 4 Diploma in Financial Planning and possess strong attention to detail and communication skills. This hybrid position requires presence in the office three days a week and offers a competitive salary along with various benefits, including private medical insurance and a generous holiday package.

Benefits

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• A desire to develop further and to undertake relevant examinations towards Chartered status.
• Strong technical knowledge of financial planning processes and products.

Responsibilities

• Gather client information and documentation.
• Conduct technical research across financial products.
• Prepare suitability reports for Financial Planners.
• Ensure accurate completion of advice-related tasks.
• Support Financial Planners in client meetings.

Skills

Client relationship management

Technical research

Attention to detail

Communication skills

Education

Level 4 Diploma in Financial Planning (DipPFS)

Job description

This role is designed to provide comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. The individual will not hold their own client bank, but will work closely with Partners to deliver high‑quality client outcomes. Responsibilities span technical research, preparation of advice, and maintaining accurate records, while also supporting client interactions and meetings where required. This is a hybrid working role with a requirement to be in the office 3 days per week. As AFP/Paraplanner, your responsibilities will include among others:

Responsibilities

• Gather client information and documentation to support advice preparation.
• Conduct technical research across a wide range of financial products and solutions.
• Prepare suitability reports and supporting documentation for Financial Planners.
• Ensure all advice‑related tasks are completed accurately and uploaded to internal systems.
• Maintain comprehensive and up‑to‑date client records in line with FCA and company standards.
• Support Financial Planners in client meetings, including cash‑flow modelling and note‑taking where required.
• Ensure timely follow‑up actions post‑meeting, including updating systems and completing outstanding tasks.
• Client Service & Relationship Support
  • Partner with Financial Planners to ensure clients receive the right advice to achieve their objectives.
  • Assist in maintaining strong client relationships through accurate and timely service delivery.
  • Respond to client queries where appropriate and escalat[e] complex issues to the Financial Planner.
  • Strive for zero complaints; where issues arise, escalat[e] promptly and assist in resolution.
• Compliance & Risk Management
  • Ensure all processes comply with FCA guidelines and internal policies.
  • Identify and report risks, breaches, or errors, and assist in implementing mitigating actions.
  • Maintain accurate Know Your Client (KYC) information to demonstrate suitability of advice.
• Professional Standards
  • Manage workload effectively to meet agreed deadlines and service standards.
  • Communicate proactively with Financial Planners regarding expected delivery dates.
  • Maintain professionalism and lead by example in all interactions.
• Continuous Development
  • Proactively enhance industry and company knowledge through CPD.
  • Participate in local projects to support the Financial Planning team.
  • Possess strong technical knowledge of financial planning processes and products.
  • Have excellent attention to detail and accuracy.
  • Ability to manage multiple priorities and deadlines.
  • Strong communication and collaboration skills.
  • Professional approach and ability to lead by example.

Qualifications

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

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.

Benefits

• 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 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.