Paraplanner

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners and Careers | Evelyn Partners

What will you be doing?

To prepare suitability reports for simple advice for a team of Financial Planners whilst developing and improving 
knowledge under supervision to graduate to full Paraplanner status. To ensure that the preparation of advice is of the 
highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the 
achievement of business targets. 

Key Responsibilities

• Prepare suitability reports appropriate to level of experience and under relevant supervision. 
• 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
• Communicate effectively with the Financial Planners to manage expected delivery dates of reports
• Responsible for managing process, tasks and complying with FCA and compliance guidelines
• Participate in team meetings highlighting issues and owning actions through to resolution
• Maintain core systems ensuring all documents are uploaded to the back office 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 maintain an accurate CPD log

Key Skills and Experience

• Proven Financial Services administration experience.
• Good organisation and prioritisation skills; able to work independently and within a team.
• Good communication skills both written and verbal.
• Literacy, numeracy, and analytical skills are essential.

Professional Qualifications and Education

• Excellent standard of education ideally degree educated
• Holds Level 4 Diploma in Financial Planning (DipPFS)

Job Profile

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.