At a Glance
- Tasks: Support financial planners and enhance client experiences with expert advice.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised service.
- Benefits: Competitive salary, private medical insurance, generous holiday package, and hybrid working options.
- Other info: Diverse and inclusive workplace with excellent training and career growth opportunities.
- Why this job: Join a passionate team and make a real impact in clients' financial journeys.
- Qualifications: Strong communication skills, analytical abilities, and a collaborative mindset.
The predicted salary is between 35000 - 45000 £ per year.
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 Description
What will you be doing? We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.
What's in it for me?
- As a Paraplanner at Evelyn Partners you will have access to a structured training programme.
- Training 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.
Additional Information
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.
Remote Remote Paraplanner in Armagh employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and well-being. With access to a structured training programme, competitive benefits including private medical insurance and a generous holiday package, and a commitment to diversity and inclusion, employees are empowered to thrive both personally and professionally in a dynamic remote working environment.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Remote Paraplanner in Armagh
✨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 practising common questions related to paraplanning. Think about how your skills align with what Evelyn Partners is looking for, especially in client interactions and technical support.
✨Tip Number 3
Show your passion for financial planning! During interviews, share examples of how you've helped clients or tackled complex financial issues. This will demonstrate your commitment to their mission of providing good advice.
✨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 Remote Remote Paraplanner in Armagh
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Paraplanner role. Highlight relevant experience and skills that match what we're looking for, like communication and analytical abilities. This shows us you understand the job and are genuinely interested.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about wealth management and how you can contribute to our team. Keep it concise but engaging – we want to see your personality!
Showcase Your Skills:In your application, don’t just list your skills; provide examples of how you've used them in past roles. Whether it's managing stakeholders or preparing technical responses, we love seeing real-life applications of your talents.
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you get all the updates directly from us. Plus, it’s super easy!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge and the specific services offered by Evelyn Partners. Familiarise yourself with key concepts like cashflow analysis and technical matters that might come up during the interview.
✨Showcase Your Communication Skills
Since excellent communication is crucial for a Paraplanner, practice articulating your thoughts clearly. You might be asked to explain complex financial concepts, so think about how you can simplify these for clients.
✨Demonstrate Team Spirit
Evelyn Partners values teamwork, so be ready to discuss examples of how you've successfully collaborated with others in the past. Highlight your ability to support financial planners and contribute positively to client meetings.
✨Embrace Diversity and Inclusion
Familiarise yourself with Evelyn Partners' commitment to diversity and inclusion. Be prepared to discuss how you can contribute to a supportive environment and respect different perspectives within the team.
