At a Glance
- Tasks: Support financial planners and enhance client experiences with expert advice.
- Company: Evelyn Partners, a leading UK wealth management firm focused on personalised service.
- Benefits: Competitive salary, private medical insurance, generous holiday package, and hybrid working options.
- Other info: Diverse and inclusive workplace with excellent training and career growth opportunities.
- Why this job: Join a passionate team and make a real impact in clients' financial journeys.
- Qualifications: Strong communication skills, analytical abilities, and a collaborative mindset.
The predicted salary is between 35000 - 45000 £ per year.
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 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
What will you be doing?
We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters.
What's in it for me?
As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering:
- Training able to work independently and within a team
- Excellent communication skills both written and verbal
- Good stakeholder management with positive influencing skills
- Literacy, numerical and analytical skills are essential
Additional Information
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.
Remote Remote Paraplanner employer: Evelyn Partners
Evelyn Partners is an exceptional employer, offering a supportive and inclusive work culture that prioritises employee growth and well-being. With a competitive salary, comprehensive benefits including private medical insurance and a generous holiday package, as well as a structured training programme, we empower our Paraplanners to thrive both independently and as part of a collaborative team. Our commitment to diversity and inclusion ensures that every colleague feels valued and can reach their full potential in a safe and encouraging environment.
StudySmarter Expert Advice🤫
We think this is how you could land Remote Remote Paraplanner
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!
✨Tip Number 2
Prepare for the interview by practising common paraplanning scenarios. We should be ready to discuss how we’d handle client meetings and technical queries, showing off our communication skills and analytical prowess.
✨Tip Number 3
Showcase our passion for financial planning! During interviews, let’s share examples of how we’ve helped others make informed decisions. This will highlight our commitment to client success, which is key for Evelyn Partners.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure our application gets noticed. Plus, we can tailor our submission to align perfectly with what Evelyn Partners is looking for.
We think you need these skills to ace Remote Remote Paraplanner
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that align with the Paraplanner role. Highlight your communication skills, analytical abilities, and any relevant financial planning experience to catch our eye!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you’re passionate about wealth management and how you can contribute to our team. Be genuine and let your personality come through.
Showcase Your Skills:In your application, don’t just list your skills—show us how you've used them in real situations. Whether it's managing stakeholders or preparing technical responses, give us examples that demonstrate your expertise.
Apply Through Our Website:We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands and shows us you’re serious about joining our team!
How to prepare for a job interview at Evelyn Partners
✨Know Your Stuff
Before the interview, make sure you brush up on your knowledge of financial planning and investment management. Familiarise yourself with common cashflow presentation techniques and technical matters that might come up. This will show that you're not just interested in the role but also prepared to contribute meaningfully.
✨Showcase Your Communication Skills
Since excellent communication is key for a Paraplanner, practice articulating your thoughts clearly and concisely. You might want to prepare a few examples of how you've effectively communicated complex information in the past, whether in writing or verbally. This will help demonstrate your ability to support Financial Planners and engage with clients.
✨Understand Their Values
Evelyn Partners places a strong emphasis on diversity, equity, and inclusion. Research their initiatives and be ready to discuss how you can contribute to fostering an inclusive environment. Showing that you align with their values will set you apart from other candidates.
✨Prepare Questions
Interviews are a two-way street, so come prepared with thoughtful questions about the role and the company culture. Ask about the training programme and how they support new team members. This not only shows your interest but also helps you gauge if the company is the right fit for you.
