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About the Role
Prepare suitability reports and provide technical research services across a broad range of financial products and planning opportunities to a team of Financial Planners. Ensure the preparation of advice for clients is of the highest quality and delivered efficiently, while mitigating business risks and assisting with business targets. Support financial planners with client meetings, including cashflow presentations and responses on technical matters.
Responsibilities
- 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 advice, and that they are kept accurate and up to date
- Work with the Financial Planner to ensure the correct client outcome is achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Manages own workload to meet personal targets
- Communicate effectively with the Financial Planners to manage expected delivery dates
- Responsible for managing process, tasks and complying with FCA guidelines
- Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
- Participate in local projects to support the overall Financial Planning Team, as required
Requirements
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge
- Proven track record of delivering written financial advice
- Good organisation and prioritisation skills; 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
Skills
- Paraplanning
- Technical knowledge
- Financial advice delivery
- Organisation
- Prioritisation
- Independent work
- Teamwork
- Written communication
- Verbal communication
- Stakeholder management
- Influencing
- Literacy
- Numerical skills
- Analytical skills
Location
- Homebased
Work Type
- Full-time
Experience Level
- Demonstrable experience of paraplanning
Education Level
- Level 4 Diploma in Financial Planning (DipPFS)
- Working towards Chartered status
Salary/Compensations
- Competitive salary
Benefits
- Private medical insurance
- Life assurance
- Pension contribution
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
About the Company
- Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice.
- 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.
Equal Opportunity
- 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