Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Planners by producing detailed reports and conducting technical research.
- Company: Evelyn Partners, a leader in wealth management with a focus on client success.
- Benefits: Competitive salary, private medical insurance, generous holiday package, and hybrid working options.
- Why this job: Join a dynamic team and make a real impact in financial planning while developing your career.
- Qualifications: Level 4 qualified in Financial Planning; strong understanding of financial principles required.
- Other info: Engage in a diverse workplace with active employee resource groups and inclusion initiatives.
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. We are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners. As a Paraplanner, you will play a key role in supporting our Financial Planners to deliver high‑quality, compliant, and meaningful advice to clients. 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.
- 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:
- Level 4 qualified (CII Diploma in Financial Planning / Regulated Financial Planning) – essential.
- AF7 (Pension Transfers) – beneficial.
- Strong understanding of financial planning principles, cashflow modelling, and compliance requirements.
Benefits:
- 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.
At Evelyn Partners we have a wide range of highly active employee resource groups and we are delivering multiple diversity, equity and inclusion initiatives across the organisation.
Paraplanner (Pensions Management) in London employer: evelynpartners
Contact Detail:
evelynpartners Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner (Pensions Management) in London
✨Tip Number 1
Network like a pro! Reach out to current or former employees at Evelyn Partners on LinkedIn. A friendly chat can give you insider info and maybe even a referral, which can really boost your chances.
✨Tip Number 2
Prepare for interviews by brushing up on your financial planning knowledge. Be ready to discuss cashflow modelling and compliance requirements, as these are key areas for the Paraplanner role. Show us you know your stuff!
✨Tip Number 3
Practice your presentation skills! You might need to present cashflow modelling outcomes in client meetings, so being confident and clear will set you apart. We want to see you shine!
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining the Evelyn Partners team.
We think you need these skills to ace Paraplanner (Pensions Management) in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that align with the Paraplanner role. Highlight your Level 4 qualification and any relevant experience in financial planning to catch our eye!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how you can contribute to our team at Evelyn Partners. Be genuine and let your personality come through.
Showcase Your Technical Skills: Since the role involves producing suitability reports and conducting technical research, make sure to mention any specific tools or methodologies you’re familiar with. We love seeing candidates who are proactive and detail-oriented!
Apply Through Our Website: We encourage you to apply directly through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensure it reaches the right people!
How to prepare for a job interview at evelynpartners
✨Know Your Stuff
Make sure you brush up on your financial planning principles, especially around pensions and cashflow modelling. Familiarise yourself with the latest compliance requirements and be ready to discuss how you've applied this knowledge in past roles.
✨Showcase Your Collaboration Skills
Evelyn Partners values teamwork, so be prepared to share examples of how you've worked closely with Financial Planners or other team members. Highlight any experiences where your collaboration led to high-quality outcomes for clients.
✨Prepare for Technical Questions
Expect some technical questions during the interview. Practice explaining complex financial concepts in simple terms, as you may need to present cashflow modelling outcomes. This will demonstrate your ability to communicate effectively with clients.
✨Ask Insightful Questions
At the end of the interview, have a few thoughtful questions ready about the company culture, their approach to client relationships, or the tools they use for financial planning. This shows your genuine interest in the role and helps you assess if it's the right fit for you.