Paraplanner chez Evelyn Partners

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.

What will you be doing? 

We are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or Edinburgh. As a crucial member of our financial planning department, you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.

As a Paraplanner, your responsibilities will include among others

• Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
• Conduct thorough technical research to support financial recommendations
• Maintain accurate and up-to-date client records, ensuring sufficient Know Your Client information is present to demonstrate the suitability of our advice
• Collaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomes
• Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
• Manage processes and tasks in compliance with FCA guidelines and internal procedures
• Assist in the preparation of client presentations and supporting documentation
• Stay abreast of industry developments, regulatory changes, and best practices in financial planning

Skills and Experience

To be successful in this role, you should

• Level 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent
• Demonstrable experience in paraplanning with a solid technical knowledge base
• Strong understanding of financial planning principles and processes
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts

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.