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.
Job Purpose
The successful candidate will join our Paraplanning team in Bristol, supporting the preparation of suitability reports and delivering comprehensive technical research across a wide range of financial products and planning opportunities for our team of Financial Planners.
This role has a hybrid working pattern with a minimum of one day in the office per week and remainder working from home.
Hear from the team: Liam Raddon, Paraplanning Team Leader from the Bristol office has recorded an audio clip which brings this role to life. Liam also shares what he believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.
Key Responsibilities
Skills, Experience & Qualifications
Professional Qualifications and Education
As a colleague here at Evelyn Partners, you will have access to benefits that include:
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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.