At a Glance
- Tasks: Support Financial Advisers with client meetings and prepare detailed financial reports.
- Company: Join Evelyn Partners, a leader in UK wealth management for over 180 years.
- Benefits: Enjoy competitive salary, private medical insurance, and a generous holiday package.
- Other info: Embrace a diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Gain hands-on experience in financial planning while learning from industry experts.
- Qualifications: CII Level 4 Financial Planning Diploma and paraplanning experience required.
The predicted salary is between 35000 - 45000 € per year.
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
This role is being advertised to build a talent pool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us.
We're seeking a talented individual to join our Financial Planning team, in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.
As a Paraplanner at Evelyn Partners you will have access to a structured training program, 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.
Some of your responsibilities will be to:
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
- Support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
- Carry out any necessary technical research.
- Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times.
- Ensure 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.
- Communicate effectively with the Financial Planners to manage expected delivery dates.
To be successful in this role, you should:
- Hold CII Level 4 Financial Planning Diploma or above.
- Have experience of paraplanning gained with proven solid technical knowledge.
- Hold a track record of delivering written financial advice.
- Have experience of completing suitability reports while researching and analysing products.
- Strong knowledge of financial products.
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 Liverpool employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and development. As a Paraplanner, you will benefit from a structured training programme, access to experienced professionals, and a commitment to continuous professional development, all while enjoying competitive benefits such as private medical insurance and a hybrid working model. Join us in our mission to provide accessible financial guidance and be part of a diverse team dedicated to making a meaningful impact.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Liverpool
✨Tip Number 1
Network like a pro! Reach out to current employees at Evelyn Partners on LinkedIn. A friendly message can go a long way in getting your foot in the door and showing your genuine interest in the company.
✨Tip Number 2
Prepare for those interviews! Research common paraplanning questions and practice your answers. We want you to shine, so think about how your skills align with what Evelyn Partners is looking for.
✨Tip Number 3
Show off your passion for financial planning! During interviews or networking, share your experiences and what excites you about the industry. We love to see enthusiasm and commitment!
✨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 our team at Evelyn Partners.
We think you need these skills to ace Paraplanner in Liverpool
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 match what we’re looking for, like your technical knowledge and ability to prepare suitability reports.
Showcase Your Passion:Let us see your enthusiasm for financial planning! Share any experiences or projects that demonstrate your commitment to helping clients achieve their financial goals. We love seeing candidates who are genuinely excited about the industry.
Be Clear and Concise:When writing your application, keep it straightforward. Use clear language and avoid jargon unless necessary. We appreciate well-structured applications that get straight to the point while still showcasing your personality.
Apply Through Our Website:Don’t forget to submit your application through our website! This ensures that your details are securely stored and reviewed by our recruitment team. Plus, it’s the best way to stay updated on future opportunities with us.
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to financial products and paraplanning. Familiarise yourself with the latest trends in wealth management and be ready to discuss how you can apply this knowledge to support Financial Advisers effectively.
✨Showcase Your Experience
Prepare to talk about your previous experience in paraplanning, especially any specific examples of suitability reports you've completed. Highlight your ability to conduct thorough research and analysis, as this will demonstrate your capability to deliver high-quality advice.
✨Practice Your Communication Skills
Since you'll be supporting Financial Planners, it's crucial to communicate clearly and effectively. Consider doing mock interviews or role-playing scenarios where you present cashflow information or explain complex technical matters to ensure you're comfortable during the actual interview.
✨Ask Insightful Questions
Prepare a few thoughtful questions about the company culture, training opportunities, and how the team collaborates. This shows your genuine interest in the role and helps you assess if Evelyn Partners is the right fit for you.
