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- Tasks: Support Financial Planners and enhance client experiences through technical research and report preparation.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised financial advice.
- Benefits: Competitive salary, private medical insurance, generous holiday package, and hybrid working model.
- Why this job: Join a passionate team and develop your skills in a supportive, inclusive environment.
- Qualifications: Level 4 qualified in Financial Planning with strong communication and technical skills.
- Other info: Access to ongoing professional development and collaboration with experienced professionals.
The predicted salary is between 36000 - 60000 £ per year.
Join to apply for the Paraplanner role at Evelyn Partners.
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 Paraplanning team in Birmingham, which is responsible for providing support to our Financial Planners and 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, 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. This is a hybrid working role with a requirement to be in the office 1 day per week.
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.
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required.
- Responsible for managing process, tasks and complying with FCA guidelines.
Qualifications
To be successful in this role, you should:
- Must be Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning.
- 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.
Desired
- Level 6/Chartered status would be an advantage, as would AF7.
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.
Paraplanner in Birmingham employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Birmingham
✨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 brushing up on your financial planning knowledge. Be ready to discuss how you can support Financial Planners and enhance client experiences. Show them you’re not just qualified, but passionate about the role!
✨Tip Number 3
Practice your communication skills! Since you'll need to explain complex issues clearly, consider doing mock interviews with friends or family. This will help you articulate your thoughts better during the real deal.
✨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 genuinely interested in joining the team at Evelyn Partners.
We think you need these skills to ace Paraplanner in Birmingham
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your Level 4 qualifications and any relevant paraplanning experience. We want to see how your skills align with what we do at Evelyn Partners!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team. Keep it concise but impactful – we love a good story!
Showcase Your Communication Skills: Since excellent communication is key in this role, make sure your application reflects that. Whether it's through clear writing or explaining complex issues simply, show us you can communicate effectively both in writing and face-to-face.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy – just follow the prompts!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on financial planning principles and the FCA's COBS requirements. Being able to discuss these topics confidently will show that you’re not just qualified, but also genuinely interested in the role.
✨Showcase Your Communication Skills
Prepare to explain complex financial concepts in simple terms. Practice articulating your thoughts clearly, as this is crucial for collaborating with Financial Planners and ensuring clients understand their options.
✨Research Evelyn Partners
Familiarise yourself with Evelyn Partners' values and mission. Understanding their approach to client relationships and wealth management will help you align your answers with what they’re looking for in a Paraplanner.
✨Prepare Questions
Have a few thoughtful questions ready about the team dynamics or the training programme. This shows your enthusiasm for the role and helps you gauge if the company culture is the right fit for you.
