Paraplanner

Company Description

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 Description

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

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient KYC information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Work with the Financial Planner to ensure the correct client outcome in achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Manages own workload to meet personal targets
• Communicate effectively with the Financial Planners to manage expected delivery dates
• Responsible for managing process, tasks and complying with FCA guidelines
• Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
• Participate in local projects to support the overall Financial Planning Team, as required

Qualifications

Skills, Experience & Qualifications

• Demonstrable experience of paraplanning gained with a proven solid technical knowledge 
• Proven track record of delivering written financial advice 
• Good organisation and prioritisation skills; able to work independently and within a team 
• Excellent communication skills both written and verbal 
• Good stakeholder management with positive influencing skills 
• Literacy, numerical and analytical skills are essential 

Professional Qualifications and Education

• Level 4 Diploma in Financial Planning (DipPFS) is essential 
• A desire to develop further and to undertake relevant examinations and working towards Chartered status

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

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

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.