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Paraplanner
Company Description
For over 180 years, Evelyn Partners has been a leading force in UK wealth management and professional services. Our legacy is built on a commitment to helping individuals and businesses achieve their financial aspirations.
We believe that expert financial guidance should be accessible to all, and we’re dedicated to making that a reality. Our success hinges on our people—and that’s our secret for longevity. We are a team of passionate professionals, united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Job Description
This role is being advertised to build a talent pool for upcoming and future opportunities within our team. By applying, your details will be reviewed, kept on file, and a member of our recruitment team may contact you to discuss potential opportunities.
Role Title: Paraplanner – Financial Planning Team
What will you be doing?
We're seeking a talented individual to join our Financial Planning team, where you will:
- Support 1-2 Financial Advisers with client meetings, including presenting cashflow models
- Prepare responses and reports on technical matters
- Contribute to suitability assessments and reporting
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Key Responsibilities:
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- Support financial planners with technical analysis during client meetings, particularly focusing on cashflow presentations
- Conduct necessary technical research
- Ensure client records are comprehensive and up to date, demonstrating Know Your Client (KYC) compliance
- Maintain the highest standards of advisory quality, ensuring efficient but risk-conscious delivery
- Collaborate closely with Financial Planners to meet deadline expectations and business targets
Qualifications & Experience
To succeed in this Paraplanner role, you should:
- Hold the CII Level 4 Financial Planning Diploma (or above)
- Have proven paraplanning experience with solid technical expertise
- Demonstrate a track record of written financial advice
- Showcase experience in completing suitability reports, including product research and analysis
- Possess a strong understanding of financial products
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Benefits (Paraplanner)
A career with Evelyn Partners comes with a comprehensive benefits package:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contributions
- Hybrid working model (role-dependent)
- Generous holiday package plus an optional additional holiday purchase scheme
- Shared parental leave
- Exposure to ongoing structured training and support to advance your personal development
Company Culture & Inclusion
At Evelyn Partners, diversity and inclusion are core values. We:
- Foster a representative workforce, reflecting both our colleagues and clients
- Strengthen inclusivity through employee resource groups and diversity initiatives
- Promote a supportive, safe, and equitable environment—where every colleague can thrive
We will make reasonable adjustments to support accessibility throughout the application process. Please inform your recognition team.
Office Location: London
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