Paraplanner: Wealth Planning & Technical Research

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 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.