Remote Paraplanner

TN United Kingdom; London; Remote; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is looking for a talented Paraplanner to join their Central support team. This remote role offers a structured training program and opportunities for continuous professional development. You'll work closely with experienced Financial Planners, preparing high-quality suitability reports and ensuring compliance with FCA guidelines. Your contributions will directly impact client satisfaction and business success. If you have a passion for financial planning and a commitment to excellence, this is the perfect opportunity for you to grow your career in a supportive environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Qualified within Financial Planning Level 4 or above.
• Demonstrable experience of paraplanning with solid technical knowledge.

Responsibilities

• Prepare suitability reports across a wide range of advice types.
• Support financial planners with client meetings and technical matters.
• Ensure client records contain sufficient KYC information.

Skills

Paraplanning

Financial Planning Level 4

Written Financial Advice

Research and Analysis

Communication Skills

Stakeholder Management

Organizational Skills

Numerical Skills

Education

Financial Planning Level 4

Job description

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Job Description

We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while 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. You will also have the opportunity to collaborate with and learn from a team of experienced Paraplanners and Financial Advisers.

This role is a remote opportunity to work with the central support Paraplanning team nationwide.

Some of your responsibilities will be to:

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Support financial planners with client meetings, including presentation of cashflow and other duties such as preparing responses on technical matters
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate the suitability of our advice, and that they are kept accurate and up to date at all times
• Ensure that the preparation of advice for clients is of the highest quality and delivered efficiently, while mitigating any risks to the business and assisting with the achievement of business targets
• Communicate effectively with Financial Planners to manage expected delivery dates
• Manage processes, tasks, and ensure compliance with FCA guidelines

Qualifications

To be successful in this role, you should have:

• Qualified within Financial Planning Level 4 or above
• Demonstrable experience of paraplanning with solid technical knowledge
• A proven track record of delivering written financial advice
• Experience in completing suitability reports, researching, and analyzing products
• Strong knowledge of financial products
• Good organization and prioritization skills; ability to work independently and within a team
• Excellent written and verbal communication skills
• Good stakeholder management and positive influencing skills
• Strong literacy, numerical, and analytical skills

Additional Information

As a colleague at Evelyn Partners, you will have access to benefits including:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model (role dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

We value diversity and are committed to providing an inclusive environment. We are happy to make reasonable adjustments throughout the application process. Please inform your Recruiter of any needs.