At a Glance
- Tasks: Support Financial Advisers with client meetings and prepare high-quality financial reports.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Enjoy private medical insurance, life assurance, generous holidays, and pension contributions.
- Other info: Diverse and inclusive workplace with excellent career development opportunities.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Experience in paraplanning and strong technical knowledge in financial products required.
The predicted salary is between 30000 - 40000 £ 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.
This role will either be based in Liverpool or Manchester office with a requirement of a minimum of 1 day in office per week.
Job Purpose
This role supports an experienced Financial Adviser specialising in offshore bonds, trusts, family investment structures and inheritance tax (IHT) planning alongside ISAs, SIPPs. It offers increasing involvement in client-facing activities including direct communication with clients and attendance at meetings. The position involves preparing high quality suitability reports and delivering comprehensive technical research across a wide range of financial products and planning strategies. Working closely with experienced professionals, the role requires a strong understanding of client needs and desired outcomes, ensuring that all advice is tailored, compliant and aligned with best practices.
You will play a key part in ensuring that advice is prepared efficiently and to the highest standard, while actively helping to mitigate risk and support the achievement of business objectives. Responsibilities also include supporting client meetings, presenting cashflow analysis where appropriate and assisting with responses to complex technical queries.
Key Responsibilities
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Carry out any necessary technical research
- Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
- Work with the Financial Planner to ensure the correct client outcome is achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Manage own workload to meet personal targets
- Communicate effectively with the Financial Planners to manage expected delivery dates
- Responsible for managing process, tasks and complying with FCA guidelines
- Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
- Participate in local projects to support the overall Financial Planning Team, as required
Skills, Experience & Qualifications
- Demonstrable experience in paraplanning, supported by strong technical knowledge in trusts, offshore bonds, IHT planning, ISAs, SIPPs, Pensions, Family Investments
- Proven track record of producing high-quality written financial advice
- Strong organisational and prioritisation skills, with the ability to work both independently and collaboratively
- Effective stakeholder management and the ability to positively influence outcomes
- Strong literacy, numeracy and analytical capabilities
- Experience with dealing directly with clients would be ideal
Professional Qualifications and Education
- Level 4 Diploma in Financial Planning (DipPFS)
- A desire to develop further and to undertake relevant examinations and working towards Chartered status
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 package, option to purchase additional holiday, and 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 employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a dynamic work environment in either Liverpool or Manchester, where employees are empowered to grow and thrive. With a strong focus on professional development, generous benefits including private medical insurance and a supportive culture that values diversity and inclusion, we ensure our team members feel respected and motivated to achieve their full potential while making a meaningful impact in wealth management.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Network like a pro! Reach out to professionals in the financial planning industry, especially those who work at Evelyn Partners. A friendly chat can lead to valuable insights and maybe even a referral!
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can discuss offshore bonds, trusts, and IHT planning confidently. We want to see that you’re not just a great fit for the role but also passionate about the field!
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed workloads or prioritised tasks effectively. This will demonstrate that you can handle the demands of paraplanning with ease.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team at Evelyn Partners.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your application to highlight how your skills and experiences align with the role of a Paraplanner. We want to see how you can support our Financial Advisers and contribute to our clients' success.
Showcase Your Writing Skills:Since this role involves preparing high-quality suitability reports, it's essential to demonstrate your writing prowess. Use clear, concise language and ensure your application is free from errors – we love attention to detail!
Highlight Relevant Experience:If you've got experience in paraplanning or dealing with financial products like trusts and ISAs, make it shine! We’re keen to see how your background can help us provide top-notch advice to our clients.
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 Stuff
Make sure you brush up on your knowledge of offshore bonds, trusts, and IHT planning. Familiarise yourself with the financial products mentioned in the job description, as well as any recent changes in regulations. This will show that you're not just a candidate, but someone who genuinely understands the industry.
✨Tailor Your Responses
When answering questions, relate your experiences to the specific responsibilities of the paraplanner role. Use examples from your past work that demonstrate your ability to prepare suitability reports and conduct technical research. This will help the interviewers see how you can add value to their team.
✨Showcase Your Communication Skills
Since this role involves client-facing activities, be prepared to discuss how you've effectively communicated with clients in the past. Highlight any experience you have in presenting complex information clearly and concisely, especially in cashflow analysis or during client meetings.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company culture, team dynamics, and how they support professional development. This not only shows your interest in the role but also gives you a chance to assess if Evelyn Partners is the right fit for you.
