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- Tasks: Support Financial Planners by preparing advice and conducting technical research.
- Company: Join a diverse and inclusive team at Evelyn Partners in Newcastle Upon Tyne.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday package.
- Why this job: Make a real impact in financial planning while developing your skills towards Chartered status.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills required.
- Other info: Hybrid working model with opportunities for professional growth and development.
The predicted salary is between 28800 - 48000 £ per year.
We’re seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office, which is responsible for providing comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. The individual will not hold their own client bank, but will work closely with Partners to deliver high-quality client outcomes. Responsibilities span technical research, preparation of advice, and maintaining accurate records, while also supporting client interactions and meetings where required. This is a hybrid working role with a requirement to be in the office 3 days per week.
As Paraplanner/ Associate Financial Planner your responsibilities will include among others:
- Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions.
- Collaborating with Financial Planners to ensure clients receive the right advice to achieve their objectives while maintaining strong client relationships.
- Preparing suitability reports and supporting documentation for Financial Planners.
- Ensuring all advice-related tasks are completed accurately and uploaded to internal systems.
- Maintaining comprehensive and up-to-date client records in line with FCA and company standards.
- Supporting Financial Planners in client meetings, including cashflow modelling and note-taking where required.
To be successful in this role, you should:
- Hold a Level 4 Diploma in Financial Planning with a desire to develop further and work towards Chartered status.
- Have strong technical knowledge of financial planning processes and products.
- Have excellent attention to detail and accuracy.
- Be able to manage multiple priorities and deadlines.
- Possess strong communication and collaboration skills.
- Hold a professional approach and ability to lead by example.
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 / Associate Financial Planner in Newcastle upon Tyne employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner / Associate Financial Planner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Evelyn Partners. A friendly chat can sometimes lead to opportunities that aren’t even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss financial products and processes confidently. We want to see that you’re not just book-smart but also ready to tackle real-world scenarios.
✨Tip Number 3
Show off your attention to detail! During interviews, be ready to share examples of how you’ve managed multiple priorities or ensured accuracy in your work. This is key for a role like Paraplanner where precision is everything.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, it shows you’re genuinely interested in joining our team at Evelyn Partners.
We think you need these skills to ace Paraplanner / Associate Financial Planner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant technical knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Use your cover letter to tell us why you’re passionate about financial planning. Share specific examples of how you've collaborated with others or managed multiple priorities, as this will resonate with our team.
Showcase Attention to Detail: Since accuracy is key in this role, ensure your application is free from typos and errors. A well-organised application demonstrates your attention to detail, which we value highly at StudySmarter.
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 don’t miss out on any important updates during the process!
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge of financial planning processes and products. Be ready to discuss how you've applied this knowledge in past experiences, as it shows you're not just book-smart but also practical.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare examples that highlight your attention to detail. You might want to bring along a sample report or documentation you've worked on to demonstrate your meticulousness.
✨Practice Your Communication Skills
As you'll be collaborating with Financial Planners and supporting client interactions, practice articulating your thoughts clearly. Consider doing mock interviews with a friend to refine your ability to explain complex concepts simply.
✨Be Ready for Scenario Questions
Expect questions that put you in hypothetical situations related to client interactions or technical research. Think through how you would handle these scenarios, focusing on collaboration and problem-solving skills, which are crucial for the role.
