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- Tasks: Support Financial Advisers by preparing reports and conducting technical research.
- Company: Join Evelyn Partners, a leading firm in financial planning.
- Benefits: Enjoy competitive salary, private medical insurance, and generous holiday package.
- Why this job: Gain hands-on experience while developing your skills in a supportive environment.
- Qualifications: CII Level 4 qualification in Financial Planning and paraplanning experience required.
- Other info: Hybrid working model with opportunities for professional development.
The predicted salary is between 36000 - 60000 £ per year.
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 that\’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We\’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.
Job Description
We are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners. As we continue to grow, we are looking for individuals who combine strong technical knowledge with an exceptional client‑centric mindset.
As a Paraplanner, you will play a key role in supporting our Financial Planners to deliver high‑quality, compliant, and meaningful advice to clients. You will also contribute directly to client meetings, particularly in areas such as cashflow modelling and technical explanations.
This is an excellent opportunity for someone who is committed to long‑term career development within financial planning and is motivated by delivering high standards of work, collaboration, and continuous improvement.
What you\’ll be doing:
In this role, you will:
Client Advice & Technical Support
- Produce clear, accurate, and comprehensive suitability reports across a broad range of advice areas, financial products, and investment solutions.
- Carry out technical research to support holistic financial planning recommendations.
- Attend client meetings as required to support the Financial Planner, including presenting cashflow modelling outcomes
- Ensure client records, documents, and reports are accurately uploaded and maintained in the back‑office system.
- Work closely with Financial Planners to ensure high‑quality outcomes and an excellent client experience.
- Communicate proactively with Financial Planners regarding expected delivery dates and outstanding requirements.
Qualifications
To be successful in this role, you should:
- Level 6 / Chartered status – highly advantageous.
- AF7 (Pension Transfers) – beneficial
Experience & Skills
- Proven experience in a paraplanning role with strong technical capability.
- Excellent written and verbal communication skills, capable of explaining complex issues clearly.
- Strong understanding of financial planning principles, cashflow modelling, and compliance requirements.
- High attention to detail, strong analytical skills, and the ability to manage your own workload effectively.
- A collaborative, professional, and client‑focused approach.
Additional Information
As a colleague here at Evelyn Partners, you will have access to benefits that include:
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday packageOption 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.
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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
Network like a pro! Reach out to your connections in the financial planning world, attend industry events, and join relevant online forums. You never know who might have the inside scoop on a Paraplanner role or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge and understanding of financial products. Practice common interview questions with a friend or in front of the mirror. Confidence is key, so show them you know your stuff!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for openings at StudySmarter and tailor your approach to highlight how you can contribute to our Financial Planning team.
✨Tip Number 4
Follow up after interviews with a thank-you email. It shows your enthusiasm for the role and keeps you fresh in their minds. Plus, it’s a great opportunity to reiterate why you’re the perfect fit for the Paraplanner position!
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience in preparing suitability reports and any relevant qualifications, like CII Level 4. We want to see how your skills match what we're looking for!
Showcase Your Technical Knowledge: In your application, don’t shy away from showcasing your technical knowledge. Mention specific financial products or advice types you've worked with. This will help us see your expertise and how you can support our Financial Advisers.
Be Clear and Concise: When writing your application, keep it clear and concise. Use bullet points where possible to make it easy for us to read. We appreciate well-structured applications that get straight to the point!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
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. Be ready to discuss your experience with suitability reports and how you've supported Financial Advisers in the past. This will show that you’re not just familiar with the role, but that you can hit the ground running.
✨Showcase Your Communication Skills
As a Paraplanner, you'll need to communicate effectively with Financial Planners and clients. Prepare examples of how you've successfully managed stakeholder relationships and communicated complex information clearly. This will demonstrate your ability to fit into their team seamlessly.
✨Demonstrate Your Organisational Skills
Be ready to talk about how you prioritise tasks and manage your time effectively. Share specific examples of how you've handled multiple projects or deadlines in the past. This will highlight your ability to work independently while still being a team player.
✨Emphasise Continuous Learning
Evelyn Partners values ongoing professional development, so be prepared to discuss any additional qualifications or training you've pursued. Talk about your commitment to staying updated with FCA guidelines and how you plan to continue growing in your career as a Paraplanner.