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- Tasks: Support Senior Advisors by preparing reports and conducting research for financial planning.
- Company: Join Evelyn Partners, a leading UK wealth management firm with a focus on client success.
- Benefits: Enjoy competitive salary, private medical insurance, hybrid working, and generous holiday package.
- Why this job: Make a real impact in clients' financial journeys while developing your skills in a supportive environment.
- Qualifications: Level 4 qualification in Financial Planning and experience in paraplanning required.
- Other info: Inclusive workplace with opportunities for professional growth and development.
The predicted salary is between 36000 - 60000 £ 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
We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department, you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.
- Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
- Conduct thorough technical research to support financial recommendations
- Maintain accurate and up-to-date client records, ensuring sufficient Know Your Client information is present to demonstrate the suitability of our advice
- Collaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomes
- Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
- Manage processes and tasks in compliance with FCA guidelines and internal procedures
- Assist in the preparation of client presentations and supporting documentation
- Stay abreast of industry developments, regulatory changes, and best practices in financial planning
Qualifications
- Level 4 qualification - CII, Diploma in Financial Planning / Regulated Financial Planning or equivalent
- Demonstrable experience in paraplanning with a solid technical knowledge base
- Strong understanding of financial planning principles and processes
- Excellent written and verbal communication skills, with the ability to explain complex financial concepts
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 dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
- Fully funded training towards professional qualifications
- Cycle to work scheme
- Season ticket loan
- Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential. We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
Paraplanner in Edinburgh employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Edinburgh
✨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 Senior Advisors and enhance client experiences. Show them you’re not just a fit, but the perfect fit!
✨Tip Number 3
Practice your communication skills! Since you'll need to explain complex financial concepts, try explaining them to a friend or family member. The clearer you are, the more confident you’ll feel during the interview.
✨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 Evelyn Partners team.
We think you need these skills to ace Paraplanner in Edinburgh
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 and skills that align with what we’re looking for at Evelyn Partners. This shows us you’ve done your homework and are genuinely interested in joining our team!
Showcase Your Communication Skills: Since excellent written communication is key for this role, ensure your application is clear and concise. Use straightforward language to explain your experience and how it relates to financial planning. We want to see how you can make complex concepts easy to understand!
Demonstrate Your Technical Knowledge: We’re after someone with a solid understanding of financial planning principles. In your application, mention any relevant qualifications or experiences that showcase your technical expertise. This will help us see how you can contribute to our team right from the start.
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
✨Know Your Stuff
Make sure you brush up on your financial planning principles and processes. Familiarise yourself with the latest industry developments and regulatory changes, as these are crucial for a Paraplanner role. Being able to discuss these topics confidently will show that you're serious about the position.
✨Tailor Your Approach
When preparing for the interview, think about how your skills and experiences align with what Evelyn Partners is looking for. Highlight your technical knowledge and any relevant paraplanning experience. Use specific examples from your past work to demonstrate how you've successfully supported financial advisors and clients.
✨Practice Makes Perfect
Rehearse common interview questions related to paraplanning and client interactions. Consider how you would explain complex financial concepts in simple terms, as communication is key in this role. Practising with a friend or mentor can help you feel more at ease during the actual interview.
✨Show Your Passion
Evelyn Partners values a team of passionate professionals, so make sure to convey your enthusiasm for the role and the company. Share why you’re excited about the opportunity to help clients make significant decisions and how you can contribute to their mission of providing good advice.
