Paraplanner at Evelyn Partners

City of Edinburgh, Scotland, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

20 Aug, 26

Salary

0.0

Posted On

22 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Paraplanning, Suitability Reports, Cashflow Presentation, Technical Research, KYC Compliance, Financial Product Analysis, Client Relationship Management, Financial Planning

Industry

Financial Services

Description

Company Description For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations. We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients. Job Description This role is being advertised to build a talentpool for upcoming and future opportunities within our team. By applying, your details will be reviewed and kept on file, and a member of our recruitment team may contact you to discuss further about future opportunities with us. What will you be doing? We're seeking a talented individual to join our Financial Planning team, in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters. What's in it for me? As a Paraplanner at Evelyn Partners you will have access to a structured training program, 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. Some of your responsibilities will be to: Prepare suitability reports across a wide range of advice types, financial products, and investment solutions To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters. Carry out any necessary technical research Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. Communicate effectively with the Financial Planners to manage expected delivery dates Qualifications To be successful in this role, you should: Hold CII Level 4 Financial Planning Diploma or above Have experience of paraplanning gained with proven solid technical knowledge Hold a track record of delivering written financial advice Have experience of completing suitability reports while researching and analysing products Strong knowledge of financial products 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. Office Location: London

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Responsibilities

Support Financial Advisers by preparing high-quality suitability reports and conducting technical research on financial products. Manage client records to ensure KYC compliance and assist in the presentation of cashflow analysis during client meetings.