Evelyn Partners
wealth management
Paraplanner
“Paraplanner at Evelyn Partners. Skills: paraplanning, financial advice, technical knowledge, written financial advice, communication skills, stakeholder management. 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.
Assisting with the achievement of business targets; Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times; Work with the Financial Planner to ensure the correct client outcome in achieved; Manages own workload to meet personal targets
Industry & Context.
Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
What They're Looking For.
Must Have
Level 4 Diploma in Financial Planning (DipPFS), Demonstrable experience of paraplanning gained with a proven solid technical knowledge, Proven track record of delivering written financial advice, Literacy, numerical and analytical skills are essential
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 Know Your Client information to demonstrate suitability of our advice
and that they are kept accurate and up to date at all times
Work with the Financial Planner to ensure the correct client outcome in achieved
Attend client meetings to support the Financial Planner in the delivery of cashflow modelling
Manages own workload to meet personal targets
Communicate effectively with the Financial Planners to manage expected delivery dates
Responsible for managing process
tasks and complying with FCA guidelines
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
Participate in local projects to support the overall Financial Planning Team
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; Participate in local projects to support the overall Financial Planning Team, as required
Communication Scope
Excellent communication skills; Communicate effectively with the Financial Planners to manage expected delivery dates; Good stakeholder management with positive influencing skills
Process & Methodology
Manages own workload to meet personal targets, Responsible for managing process, tasks
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