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- Tasks: Support Financial Planners by preparing advice and conducting technical research.
- Company: Join Evelyn Partners, a leader in wealth management with a passionate team.
- Benefits: Hybrid working, professional development, and a supportive work environment.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Level 4 Diploma in Financial Planning and strong communication skills.
- Other info: Dynamic role with opportunities for career growth and collaboration.
The predicted salary is between 36000 - 60000 £ per year.
We are seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office, which is responsible for providing comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. The individual will not hold their own client bank, but will work closely with Partners to deliver high-quality client outcomes. Responsibilities span technical research, preparation of advice, and maintaining accurate records, while also supporting client interactions and meetings where required. This is a hybrid working role with a requirement to be in the office 3 days per week.
Responsibilities
- Gathering client information and documentation to support advice preparation while conducting technical research across a wide range of financial products and solutions.
- Collaborating with Financial Planners to ensure clients receive the right advice to achieve their objectives while maintaining strong client relationships.
- Preparing suitability reports and supporting documentation for Financial Planners.
- Ensuring all advice-related tasks are completed accurately and uploaded to internal systems.
- Maintaining comprehensive and up-to-date client records in line with FCA and company standards.
- Supporting Financial Planners in client meetings, including cashflow modelling and note-taking where required.
Qualifications
- Hold a Level 4 Diploma in Financial Planning with a desire to develop further and work towards Chartered status.
- Have strong technical knowledge of financial planning processes and products.
- Have excellent attention to detail and accuracy.
- Be able to manage multiple priorities and deadlines.
- Strong communication and collaboration skills.
- Hold a professional approach and ability to lead by example.
About Evelyn Partners
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.
Paraplanner/ Assoc. Financial Planner in Newcastle upon Tyne employer: Nelson Scott LLP
Contact Detail:
Nelson Scott LLP Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner/ Assoc. Financial Planner in Newcastle upon Tyne
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know someone at Evelyn Partners. A friendly chat can open doors that a CV just can't.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge. Make sure you can discuss financial products and processes confidently. We want to see that you're not just book-smart but also ready to tackle real-world scenarios.
✨Tip Number 3
Show off your collaboration skills! During interviews, share examples of how you've worked with others to achieve goals. We love seeing candidates who can work well in a team, especially in a hybrid environment.
✨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 us you're genuinely interested in joining our team at Evelyn Partners.
We think you need these skills to ace Paraplanner/ Assoc. Financial Planner in Newcastle upon Tyne
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your Level 4 Diploma in Financial Planning and any relevant technical knowledge to show us you’re the right fit!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you want to join our Financial Planning team and how your background aligns with our mission at Evelyn Partners. Keep it engaging and personal!
Showcase Your Attention to Detail: Since accuracy is key in this role, make sure your application is free from typos and errors. We love candidates who take pride in their work, so double-check everything before hitting send!
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 from our team!
How to prepare for a job interview at Nelson Scott LLP
✨Know Your Financial Stuff
Make sure you brush up on your technical knowledge of financial planning processes and products. Be ready to discuss how you've applied this knowledge in past roles or studies, as it shows you're not just book-smart but also practical.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, prepare examples that highlight your attention to detail. Whether it's a project where you caught an error or a time you ensured compliance with standards, these stories will demonstrate your fit for the position.
✨Practice Collaboration Scenarios
Evelyn Partners values teamwork, so think of instances where you've successfully collaborated with others. Prepare to discuss how you supported colleagues or contributed to team goals, especially in client-facing situations.
✨Prepare for Client Interaction Questions
As you'll be supporting client meetings, anticipate questions about how you would handle client interactions. Think about your communication style and how you can maintain strong relationships while ensuring clients receive the right advice.
