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- Tasks: Support Senior Advisors by preparing reports and conducting research for client financial planning.
- Company: Evelyn Partners is a leading UK wealth management firm focused on personalised investment advice.
- Benefits: Enjoy a competitive salary, private medical insurance, hybrid working, and generous holiday packages.
- Why this job: Join a dynamic team where your contributions directly impact clients' financial futures in an inclusive environment.
- Qualifications: Level 4 qualification in Financial Planning and experience in paraplanning are essential.
- Other info: Opportunities for professional growth and a commitment to diversity and inclusion.
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 we are passionate about placing the power of good advice into more hands, helping clients make significant decisions with confidence.
What will you be doing?
We are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or Edinburgh. As a crucial member of our financial planning department, you will provide essential support to Senior Advisors and ensure a positive experience for our valued clients.
Responsibilities
- 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
Benefits
- 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
We are proud to value the differences that a diverse workforce brings. Evelyn Partners is committed to providing a supportive and inclusive environment for all colleagues, regardless of identity, background, or circumstance.
We welcome reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.
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Paraplanner employer: Evelyn Partners
Contact Detail:
Evelyn Partners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial planning tools and software that are commonly used in the industry. Being proficient in these tools can set you apart during interviews, as it shows your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as paraplanners or financial advisors. Attend industry events or join relevant online forums to gain insights and potentially get referrals for job openings.
✨Tip Number 3
Stay updated on regulatory changes and best practices in financial planning. This knowledge will not only help you in interviews but also demonstrate your commitment to the profession and your ability to provide compliant advice.
✨Tip Number 4
Prepare to discuss specific case studies or examples from your previous experience where you successfully supported financial planners. This will showcase your practical skills and understanding of the paraplanning role during the interview process.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure to thoroughly understand the responsibilities of a Paraplanner at Evelyn Partners. Familiarise yourself with the skills and qualifications required, as well as the company's values and mission.
Tailor Your CV: Craft your CV to highlight relevant experience in paraplanning and financial planning. Emphasise your Level 4 qualification and any specific technical knowledge that aligns with the job description.
Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific experiences that demonstrate your ability to prepare suitability reports and conduct technical research, showcasing how you can contribute to the team.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Ensure that your communication is clear and professional, reflecting the excellent written skills required for the position.
How to prepare for a job interview at Evelyn Partners
✨Know Your Financial Products
Familiarise yourself with a range of financial products and investment solutions. Be prepared to discuss how these can be tailored to meet client needs, as this will demonstrate your technical knowledge and understanding of the role.
✨Prepare for Technical Questions
Expect to answer questions that assess your understanding of financial planning principles and processes. Brush up on key concepts and be ready to explain them clearly, as strong communication skills are essential for this position.
✨Showcase Your Attention to Detail
As a Paraplanner, attention to detail is crucial. Bring examples of your previous work that highlight your ability to prepare comprehensive reports and maintain accurate client records. This will show your potential employer that you take pride in your work.
✨Demonstrate Collaborative Skills
Be prepared to discuss how you have worked with Financial Planners or other team members in the past. Highlight your ability to collaborate effectively to achieve positive client outcomes, as teamwork is a key aspect of the role.