At a Glance
- 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.
- Other info: Opportunities for professional growth and a commitment to diversity and inclusion.
- 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.
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.
Paraplanner in Glasgow employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work culture that prioritises employee growth and inclusivity. With competitive salaries, comprehensive benefits including private medical insurance and a hybrid working model, we empower our Paraplanners in Glasgow and Edinburgh to thrive in their roles while supporting clients in achieving their financial goals. Join us to be part of a team that values your contributions and fosters professional development in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Glasgow
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Evelyn Partners. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Glasgow
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Evelyn Partners.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Evelyn Partners's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Evelyn Partners
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Evelyn Partners.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Evelyn Partners will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Evelyn Partners employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
