At a Glance
- Tasks: Support financial planners by preparing reports and conducting technical research.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy private medical insurance, generous holidays, and a supportive work environment.
- Other info: Hybrid working model with opportunities for professional growth and inclusivity.
- Why this job: Make a real impact in clients' financial journeys while developing your skills.
- Qualifications: Experience in paraplanning and strong communication skills are essential.
The predicted salary is between 35000 - 45000 € per year.
Office Location: Bristol (EQ, Victoria Street)
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 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.
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 is achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Manage 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
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:
- Private medical insurance
- Life assurance
- Pension contribution
- 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.
Paraplanner in Bristol employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer located in Bristol, offering a dynamic work culture that prioritises employee growth and inclusivity. With a strong focus on professional development, including support for pursuing Chartered status, and a comprehensive benefits package that includes private medical insurance and generous holiday allowances, we empower our team to thrive both personally and professionally. Our commitment to diversity and a supportive environment ensures that every colleague can contribute meaningfully while enjoying a fulfilling career in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Bristol
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research Evelyn Partners' values and recent projects. This shows you're genuinely interested and helps you connect your skills to what they need.
✨Tip Number 3
Practice makes perfect! Get a mate to do a mock interview with you. Focus on common paraplanning questions and how you can demonstrate your technical knowledge and communication skills.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the team at Evelyn Partners.
We think you need these skills to ace Paraplanner in Bristol
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your relevant experience in paraplanning and any technical knowledge you have. We want to see how you can bring your unique skills to our team!
Showcase Your Communication Skills:Since this role involves a lot of written advice, it's crucial to demonstrate your excellent communication skills. Use clear and concise language in your application to show us you can convey complex information effectively.
Highlight Your Organisation Skills:We love candidates who can manage their workload efficiently! In your application, mention any experiences where you've successfully prioritised tasks or managed multiple projects at once. This will show us you're ready to hit the ground running.
Apply Through Our Website:Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it gives you a chance to explore more about what we do at Evelyn Partners.
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Familiarise yourself with various financial products and planning opportunities, as you'll need to demonstrate your understanding during the interview.
✨Showcase Your Communication Skills
Since effective communication is key in this role, practice articulating your thoughts clearly. Prepare to discuss how you've successfully collaborated with Financial Planners or clients in the past, highlighting your ability to convey complex information simply.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills and decision-making abilities. Think of examples from your previous experience where you had to manage client expectations or navigate challenges in delivering financial advice.
✨Demonstrate Your Commitment to Learning
Evelyn Partners values continuous development, so be ready to discuss your professional qualifications and any plans you have for further education. Show enthusiasm for pursuing Chartered status and how you keep your industry knowledge up to date.
