At a Glance
- Tasks: Support Financial Advisers with research and client meetings while preparing suitability reports.
- Company: Evelyn Partners, a leading financial services firm in Manchester or Liverpool.
- Benefits: Private medical insurance, life assurance, generous holiday package, and professional development opportunities.
- Other info: Great career growth potential towards Chartered status.
- Why this job: Join a dynamic team and make a real difference in clients' financial planning.
- Qualifications: Level 4 Diploma in Financial Planning and paraplanning experience required.
The predicted salary is between 30000 - 40000 £ per year.
Evelyn Partners is seeking a Paraplanner in Manchester or Liverpool to support Financial Advisers with offshore bonds and inheritance tax planning. The role involves preparing suitability reports, conducting research, and assisting in client meetings.
Ideal candidates will have a Level 4 Diploma in Financial Planning and experience in paraplanning.
Key benefits include:
- Private medical insurance
- Life assurance
- A generous holiday package
Opportunities for professional development towards Chartered status are encouraged.
Paraplanner – Client-Facing Planning & Research in Manchester employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a supportive work culture that values professional growth and development. With a focus on client-facing planning and research, employees benefit from comprehensive perks such as private medical insurance, life assurance, and a generous holiday package, all while working in vibrant cities like Manchester or Liverpool. The company actively encourages progression towards Chartered status, making it an ideal place for those seeking meaningful and rewarding careers in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner – Client-Facing Planning & Research in Manchester
✨Tip Number 1
Network like a pro! Reach out to financial advisers and paraplanners on LinkedIn or at local events. Building connections can lead to job opportunities that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of offshore bonds and inheritance tax planning. We want you to show off your expertise and how you can support advisers effectively!
✨Tip Number 3
Don’t just apply anywhere; focus on companies like Evelyn Partners that align with your career goals. Use our website to find roles that excite you and match your skills.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind and show your enthusiasm for the role. We love seeing candidates who are proactive!
We think you need these skills to ace Paraplanner – Client-Facing Planning & Research in Manchester
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your Level 4 Diploma in Financial Planning and any relevant paraplanning experience. We want to see how your skills align with the role, so don’t be shy about showcasing your expertise!
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 support our Financial Advisers. We love seeing genuine enthusiasm for the role.
Showcase Your Research Skills:Since the role involves conducting research, include examples of how you've successfully gathered and analysed information in past roles. We appreciate candidates who can demonstrate their ability to prepare thorough suitability reports.
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 a few clicks and you’re done!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Make sure you brush up on your knowledge of offshore bonds and inheritance tax planning. Familiarise yourself with the latest regulations and best practices in financial planning, as this will show that you're serious about the role and can hit the ground running.
✨Prepare Suitability Reports
Since preparing suitability reports is a key part of the job, practice drafting a few examples before your interview. This will not only help you articulate your thought process but also demonstrate your practical skills to the interviewers.
✨Engage in Role-Play
Client meetings are a big part of the role, so consider doing some mock interviews or role-plays with a friend. This will help you get comfortable discussing financial strategies and responding to client queries, making you more confident during the actual interview.
✨Show Your Ambition
Evelyn Partners values professional development, so be sure to express your interest in pursuing Chartered status. Share any relevant courses or certifications you’re considering, as this shows your commitment to growth and aligns with their values.
