Job Description
What will you be doing?
To prepare suitability reports and prepare technical client work for the Senior Financial Planners. Have an in-depth knowledge of complex written advice and understanding for clients' needs and the desired client outcomes.
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.
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
* Responsible for managing process, tasks and complying with FCA guidelines
Qualifications
To be successful in this role, we require
* Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalent
* Very strong understanding of financial planning principles
* Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice
* Excellent communication skills with the ability to explain complex issues in writing and face-to-face
* Very strong understanding of the FCA's COBS requirements for suitability
* Good stakeholder management with positive influencing skills
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.