At a Glance
- Tasks: Prepare suitability reports and conduct technical research for financial planners.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a passionate team.
- Benefits: Enjoy private medical insurance, life assurance, pension contributions, and generous holidays.
- Other info: Flexible work locations including Liverpool, Manchester, Knutsford, or remote options.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert advice.
- Qualifications: Level 4 Diploma in Financial Planning and solid paraplanning experience required.
The predicted salary is between 35000 - 45000 £ per year.
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 Locations: Open to Liverpool/ Manchester/ Knutsford or remote based
Job Purpose: To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients' needs and the desired client outcomes. Ensures that the preparation of advice for clients 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. To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
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 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 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
- Level 4 Diploma in Financial Planning (DipPFS)
- 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
- Good stakeholder management with positive influencing skills
- Literacy, numerical and analytical skills are essential
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
Paraplanner employer: Evelyn Partners Limited
Evelyn Partners is an exceptional employer, renowned for its commitment to employee development and a collaborative work culture that prioritises the well-being of its team. With locations in Liverpool, Manchester, and Knutsford, as well as remote working options, employees benefit from a flexible environment that fosters professional growth through access to comprehensive training and support. The company offers a competitive benefits package, including private medical insurance and generous holiday allowances, ensuring that staff feel valued and empowered to thrive in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and don’t be shy about asking for introductions. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of client needs. We recommend practising common interview questions with a friend or even in front of the mirror. The more confident you are, the better you’ll present yourself as the ideal candidate!
✨Tip Number 3
Showcase your skills through real-life examples during interviews. We want to hear about how you’ve tackled challenges in paraplanning before. Use the STAR method (Situation, Task, Action, Result) to structure your answers and make them memorable!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us. Let’s get you one step closer to joining our passionate team at Evelyn Partners!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Paraplanner role. Highlight your experience in preparing suitability reports and your understanding of client needs. We want to see how you can bring your unique skills to our team!
Showcase Your Technical Knowledge:Since this role requires a solid technical background, don’t shy away from mentioning your Level 4 Diploma in Financial Planning and any relevant paraplanning experience. We love seeing candidates who can demonstrate their expertise in financial products and advice.
Be Clear and Concise:When writing your application, keep it straightforward and to the point. Use clear language to explain your achievements and how they relate to the responsibilities of the role. We appreciate clarity as much as we value detail!
Apply Through Our Website:We encourage you 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’s super easy to do!
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 financial products and planning. Familiarise yourself with the latest trends in wealth management and be ready to discuss how they can impact client outcomes.
✨Showcase Your Communication Skills
Since you'll be supporting Financial Planners, it's crucial to demonstrate your ability to communicate effectively. Practice explaining complex financial concepts in simple terms, as this will show your understanding of client needs.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving skills. Think of scenarios where you had to prepare suitability reports or manage client information. Be ready to explain your thought process and how you ensured compliance with FCA guidelines.
✨Ask Insightful Questions
At the end of the interview, don’t shy away from asking questions. Inquire about the team dynamics, ongoing projects, or how they measure success in the paraplanning role. This shows your genuine interest in the position and the company.
