Job Description What will you be doing? This is an exciting opportunity to join our Paraplanning team in Manchester, which is responsible for providing support to x2 Financial Planners and 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 & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from. This is a hybrid working role with a requirement to be in the office 3 days per week. As a Paraplanner, your responsibilities will include among others: 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 Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required Responsible for managing process, tasks and complying with FCA guidelines