Paraplanner

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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 we are passionate about placing the power of good advice into more hands, helping clients make significant decisions with confidence.

We are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or Edinburgh. As a crucial member of our financial planning department, you will provide essential support to Senior Advisors and ensure a positive experience for our valued clients.

• Prepare comprehensive suitability reports covering a wide range of advice types, financial products, and investment solutions
• Conduct thorough technical research to support financial recommendations
• Maintain accurate and up-to-date client records, ensuring sufficient Know Your Client information is present to demonstrate the suitability of our advice
• Collaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomes
• Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
• Manage processes and tasks in compliance with FCA guidelines and internal procedures
• Assist in the preparation of client presentations and supporting documentation
• Stay abreast of industry developments, regulatory changes, and best practices in financial planning

• Level 4 qualification – CII, Diploma in Financial Planning / Regulated Financial Planning or equivalent
• Demonstrable experience in paraplanning with a solid technical knowledge base
• Strong understanding of financial planning principles and processes
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts

• 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

We are proud to value the differences that a diverse workforce brings. Evelyn Partners is committed to providing a supportive and inclusive environment for all colleagues, regardless of identity, background, or circumstance.

We welcome reasonable adjustments to accommodate your needs throughout the application process. Please let your Recruiter know.