Paraplanner

Job Purpose

The successful candidate will join our Paraplanning team in Bristol, supporting the preparation of suitability reports and delivering comprehensive technical research across a wide range of financial products and planning opportunities for our team of Financial Planners.

This role has a hybrid working pattern with a minimum of one day in the office per week and remainder working from home. 

Hear from the team: Liam Raddon, Paraplanning Team Leader from the Bristol office has recorded an audio clip which brings this role to life. Liam also shares what he believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.

Key Responsibilities

• Prepare suitability reports across a wide range of advice types, financial products, 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
• 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, as required
• 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, breaches, 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, as required

Skills, Experience & Qualifications

• Demonstrable experience of paraplanning gained with a proven solid technical knowledge 
• Proven track record of delivering written financial advice 
• Good organisation and prioritisation skills; able to work independently and within a team 
• Excellent communication skills both written and verbal 
• Good stakeholder management with positive influencing skills 
• Literacy, numerical and analytical skills are essential 

Professional Qualifications and Education

• Level 4 Diploma in Financial Planning (DipPFS) is essential 
• A desire to develop further and to undertake relevant examinations and working towards Chartered status

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.