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
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:
- 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.
