Paraplanner (Fully Remote)

Evelyn Partners; United States; Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

Private medical insurance

Pension contribution

Generous holiday package

Shared parental leave

Job summary

Evelyn Partners is a UK leader in wealth management, offering personalised investment management and financial planning advice. This role supports financial planners by preparing suitability reports and performing technical research across a range of planning opportunities.

You will assist with client meetings and cashflow modelling, contributing to a high‑quality service for clients. The position requires a DipPFS Level 4 Diploma and solid paraplanning experience, with strong communication and

Qualifications

• DipPFS Level 4 Diploma required.
• Demonstrable paraplanning experience with strong technical knowledge.
• Excellent communication and organisation skills.

Responsibilities

• Prepare suitability reports and provide technical research across financial products and planning opportunities.
• Support financial planners with client meetings and cashflow modelling.
• Ensure client records contain sufficient Know Your Client information.
• Communicate effectively with financial planners to manage delivery dates.
• Identify and report risks, breaches, or errors.

Skills

Paraplanning

Technical knowledge

Communication

Organisation

Education

DipPFS Level 4 Diploma in Financial Planning

Job description

• Prepare suitability reports and provide technical research across financial products and planning opportunities.
• Support financial planners with client meetings and cashflow modelling.

Key Responsibilities:

• Ensure client records contain sufficient Know Your Client information.
• Communicate effectively with financial planners to manage delivery dates.
• Identify and report risks, breaches, or errors.

Qualifications:

• Demonstrable experience of paraplanning with solid technical knowledge.
• Level 4 Diploma in Financial Planning (DipPFS) required.
• Excellent communication and organisation skills.
• Competitive salary and private medical insurance.
• Pension contribution and generous holiday package.
• Shared parental leave and additional holiday purchase option.

Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture.