Paraplanner at SW Group

Newcastle upon Tyne, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

19 Apr, 26

Salary

0.0

Posted On

19 Jan, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Technical Research, Client Relationship Management, Suitability Reports, Attention To Detail, Communication Skills, Collaboration Skills, Cashflow Modelling

Industry

Financial Services

Description

Company Description 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. Job Description We’re seeking a talented individual to join our Financial Planning team in our Newcastle Upon Tyne office. This hybrid role both within Paraplanning and Associate Financial Planning and is ideally suited to someone who wants to continue progressing down the advisory route, while developing deeper technical knowledge and expertise. Our team provides comprehensive support to Financial Planners and Partners by ensuring timely, accurate completion of tasks throughout the advice process. In this role, you will not hold your 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. Key Responsibilities As a Paraplanner / Associate Financial Planner, your responsibilities will include: Gathering client information and documentation to support advice preparation, and 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 Qualifications & Skills To be successful in this role, you should: 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. Demonstrate excellent attention to detail and accuracy. Be able to manage multiple priorities and deadlines effectively. Have strong communication and collaboration skills. Maintain a professional approach and lead by example. 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: Newcastle : Newcastle (St Anns Quay)

Responsibilities

As a Paraplanner, you will gather client information, conduct technical research, and prepare suitability reports. You will collaborate with Financial Planners to ensure clients receive appropriate advice and maintain accurate records.