Job 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
What will you be doing?
We’re seeking a talented individual to join our Paraplanning team in Birmingham, which is responsible for providing support to our 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 1 day per week.
Sue Galvin, Head of FP Support, has recorded an audio clip which brings this role to life. Sue also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.
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
Qualifications
To be successful in this role, you should:
- Must be Level 4 qualified – CII, Diploma in Financial Planning/Regulated Financial Planning
- 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
Desired:
- Level 6/Chartered status would be an advantage, as would AF7
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.
