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: Opportunities for professional growth and participation in local projects.
- Why this job: Make a real impact by helping clients achieve their financial goals with expert advice.
- Qualifications: Strong analytical skills and ability to work independently or in a team.
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.
Qualifications 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
- 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 flexible working options available in vibrant locations like Liverpool, Manchester, and Knutsford, employees benefit from a supportive environment that encourages professional growth and offers comprehensive benefits such as private medical insurance and generous holiday packages. Join us to be part of a passionate team dedicated to delivering high-quality financial advice while enjoying a fulfilling career path.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to professionals in the wealth management sector, especially those at Evelyn Partners. Use LinkedIn to connect and engage with them; you never know who might have the inside scoop on job openings.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products and client needs. Practice answering common paraplanner questions and think about how you can demonstrate your understanding of client outcomes during the chat.
✨Tip Number 3
Showcase your skills! If you have experience preparing suitability reports or conducting technical research, be ready to discuss specific examples. Highlight how your work has positively impacted clients or supported financial planners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Evelyn Partners team and contributing to our mission.
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 with financial products and client interactions, as this will show us you understand what we’re looking for.
Showcase Your Skills:Don’t just list your skills; give us examples of how you've used them in previous roles. Whether it’s preparing reports or conducting technical research, we want to see how you’ve made an impact.
Be Clear and Concise:When writing your application, keep it straightforward. We appreciate clarity, so avoid jargon and get straight to the point about your qualifications and why you’d be a great fit for our team.
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 without any hiccups!
How to prepare for a job interview at Evelyn Partners Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of financial products and planning opportunities. Familiarise yourself with the types of suitability reports you'll be preparing and understand the key principles of client advice. This will show that you're not just interested in the role, but that you’re ready to hit the ground running.
✨Showcase Your Communication Skills
Since you'll be working closely with Financial Planners and clients, it's crucial to demonstrate your ability to communicate effectively. Practice explaining complex financial concepts in simple terms. You might even want to prepare a few examples of how you've successfully communicated in past roles.
✨Be Ready for Technical Questions
Expect questions that test your technical knowledge and problem-solving skills. Prepare for scenarios where you might need to conduct technical research or present cashflow models. Think about how you would approach these tasks and be ready to discuss your thought process.
✨Understand the Company Culture
Evelyn Partners values a team-oriented approach and a passion for helping clients. Research their mission and values, and think about how your personal values align with theirs. Be prepared to share why you want to work there and how you can contribute to their goal of providing excellent client service.
