Evelyn Partners
wealth management
Paraplanner
“Paraplanner at Evelyn Partners. Skills: paraplanning, technical research, suitability reports. Prepare suitability reports across a wide range of advice types, financial products, and investment solutions. Carry out any necessary technical research”
What You'll Achieve.
ensure the correct client outcome in achieved; meet personal targets
Industry & Context.
analytical skills
What They're Looking For.
Must Have
Demonstrable experience of paraplanning gained with a proven solid technical knowledge, Proven track record of delivering written financial advice, Level 4 Diploma in Financial Planning (DipPFS) is essential, Literacy, numerical and analytical skills are essential
Nice to Have
A desire to develop further and to undertake relevant examinations and working towards Chartered status
What You'll Do.
Prepare suitability reports across a wide range of advice types
and investment solutions
Carry out any necessary technical research
Ensure client records contain sufficient KYC information to demonstrate suitability of our advice
and that they are kept accurate and up to date at all times
Manages own workload to meet personal targets
Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
Identify and report any risks
or errors through ensuring risks are logged through to mitigating actions and controls
Proactively enhance industry and Company knowledge
through external and internal sources and maintaining an accurate CPD log
How You'll Work.
Team & Collaboration
Work with the Financial Planner to ensure the correct client outcome in achieved; Communicate effectively with the Financial Planners to manage expected delivery dates; Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required; Participate in local projects to support the overall Financial Planning Team, as required
Communication Scope
Excellent communication skills both written and verbal
Applying for this Paraplanner role?
Most applicants get filtered before a human reads their resume. See if yours makes the cut.
How to Apply on SmartRecruiters
- SmartRecruiters often includes a video screening step — check camera and mic permissions.
- Link your GitHub or portfolio directly in the profile section for technical roles.
- Applications may be reviewed by AI scoring before reaching a recruiter — use keywords from the job description.
ANONYMOUS · UNFILTERED
What do employees actually say about Evelyn Partners?
Real rants from real employees. Read before you apply.