Paraplanner

Social network you want to login/join with: What will you be doing? To prepare suitability reports and prepare technical client work for the Senior Financial Planners. Have an in-depth knowledge of complex written advice and understanding for clients\’ needs and the desired client outcomes. What\’s 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. As a Paraplanner, your responsibilities will include among others: 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 Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved Responsible for managing process, tasks and complying with FCA guidelines To be successful in this role, we require: Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent 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 face-to-face Very strong understanding of the FCA\’s COBS requirements for suitability Good stakeholder management with positive influencing skills 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. #J-18808-Ljbffr