Paraplanner: Elevate Suitability Reports & Cashflow Modelling

SmartRecruiters, Inc.; City Of London; On-site; GBP 38,000 - 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 a UK wealth management leader providing personalised investment management and financial planning advice. We seek a skilled paraplanner to prepare suitability reports, conduct technical research, and support financial planners with client meetings and cashflow modeling.

You will maintain Know Your Client records, manage your workload, and ensure high-quality, compliant advice aligned with client outcomes.

Qualifications

• Paraplanning experience across a broad range of advice types and products.
• Proven ability to deliver written financial advice.
• Strong organisational skills to manage multiple tasks and deadlines.
• Excellent written and verbal communication skills.
• Effective stakeholder management and influencing abilities.
• Strong literacy, numerical and analytical capabilities.

Responsibilities

• Prepare suitability reports across a broad range of advice types and investments.
• Carry out technical research to support recommendations.
• Ensure client records reflect accurate Know Your Client information.
• Collaborate with Financial Planners to achieve correct client outcomes.
• Attend client meetings to present cashflow modelling and related analyses.
• Manage own workload to meet personal targets and deadlines.
• Coordinate with Financial Planners to ensure timely delivery dates.
• Ensure compliance with FCA guidelines and maintain back-office documentation.
• Identify risks and raise appropriate mitigations and controls.
• Keep industry knowledge up to date and maintain CPD log.
• Participate in local projects to support the Financial Planning Team.

Skills

Paraplanning experience

Technical knowledge

Written financial advice

Organisation

Communication skills

Stakeholder management

Analytical skills

Education

DipPFS Level 4 Diploma in Financial Planning

Job description

Evelyn Partners is a UK wealth management leader providing personalised investment management and financial planning advice. We seek a skilled paraplanner to prepare suitability reports, conduct technical research, and support financial planners with client meetings and cashflow modeling.

You will maintain Know Your Client records, manage your workload, and ensure high-quality, compliant advice aligned with client outcomes.