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
We are building our Paraplanner Talent Pool for upcoming opportunities across Evelyn Partners. As we continue to grow, we are looking for individuals who combine strong technical knowledge with an exceptional client‑centric mindset.
As a Paraplanner, you will play a key role in supporting our Financial Planners to deliver high‑quality, compliant, and meaningful advice to clients. You will also contribute directly to client meetings, particularly in areas such as cashflow modelling and technical explanations.
This is an excellent opportunity for someone who is committed to long‑term career development within financial planning and is motivated by delivering high standards of work, collaboration, and continuous improvement.
What you’ll be doing:
In this role, you will:
Client Advice & Technical Support
- Produce clear, accurate, and comprehensive suitability reports across a broad range of advice areas, financial products, and investment solutions.
- Carry out technical research to support holistic financial planning recommendations.
- Attend client meetings as required to support the Financial Planner, including presenting cashflow modelling outcomes
- Ensure client records, documents, and reports are accurately uploaded and maintained in the back‑office system.
- Work closely with Financial Planners to ensure high‑quality outcomes and an excellent client experience.
- Communicate proactively with Financial Planners regarding expected delivery dates and outstanding requirements.
Qualifications
To be successful in this role, you should:
- Level 4 qualified (CII Diploma in Financial Planning / Regulated Financial Planning) – essential.
- Level 6 / Chartered status – highly advantageous.
- AF7 (Pension Transfers) – beneficial
Experience & Skills
- Proven experience in a paraplanning role with strong technical capability.
- Excellent written and verbal communication skills, capable of explaining complex issues clearly.
- Strong understanding of financial planning principles, cashflow modelling, and compliance requirements.
- High attention to detail, strong analytical skills, and the ability to manage your own workload effectively.
- A collaborative, professional, and client-focused approach.
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.
