Remote Paraplanner

Overview

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. The company values its people and aims to provide strong foundations for clients' futures.

In Short

• Join the Central support Paraplanning team.
• Support Financial Planners and ensure positive client experiences.
• Prepare suitability reports across various advice types.
• Assist in client meetings and technical research.
• Maintain accurate client records and ensure compliance.
• Communicate effectively to manage delivery dates.
• Work independently and collaboratively with the team.
• Engage in continuous professional development.
• Access structured training programs.
• Work remotely with a nationwide team.

Requirements

• Qualified in Financial Planning Level 4 or above.
• Experience in paraplanning with solid technical knowledge.
• Proven track record in delivering written financial advice.
• Experience in completing suitability reports.
• Strong knowledge of financial products.
• Excellent organisation and prioritisation skills.
• Strong written and verbal communication skills.
• Good stakeholder management and influencing skills.
• Essential literacy, numerical, and analytical skills.

Benefits

• Competitive salary.
• Private medical insurance.
• Life assurance.
• Pension contribution.
• Hybrid working model (role dependent).
• Generous holiday package.
• Option to purchase additional holiday.
• Shared parental leave.