Paraplanner
Paraplanner
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Job Description
What will you be doing
Were seeking a talented individual to join our Paraplanning team either on remote working pattern or in our London office. This person will be responsible for providing support to our Financial Planners and 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.
Whats 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 we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from.
Kate Barton Head of Client Delivery has recorded an audio clip which brings this role to life. Sue also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.
Some of your responsibilities will be to:
- 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 Know Your Client 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 backoffice system to support the advice
- Identify and report any risks breaches or errors through ensuring risks are logged through to mitigating actions and controls
Qualifications :
To be successful in this role you should have:
- Must be Level 4 qualified CII Diploma in Financial Planning/Regulated Financial Planning
- Level 6/Chartered status would be an advantage as would AF7
- Very strong understanding of financial planning principles
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice
- Excellent communication skills with the ability to explain complex issues in writing and facetoface
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 were 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.
Remote Work :
Yes
Employment Type :
Fulltime
Employment Type
Remote
