How your CV stacks up
Upload your CV to see how well it fits this job role
?%
Paraplanner
Evelyn Partners
Paraplanner – Financial Planning
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.
About the Role
We’re seeking a talented individual to join our Financial Planning team, where you will support 1-2 Financial Advisers with client meetings, cashflow presentations, and researching, preparing responses to technical matters, with reports, knowledge capture and ongoing staysionate support.
Key Responsibilities
Day-to-Day Duties
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
- Collaborate directly with Financial Planners:
- Present cashflow modelling and manage client meetings.
- Support technical advisory tasks (e.g., product research, compliance checks).
- Accurately capture and track KYC information—ensuring it aligns with FCA guidelines and client needs.
- Produce high-quality advice efficiently, while mitigating business risks and supporting business targets.
- Communicate progress with Financial Planners to ensure timely (expected) delivery.
- Maintain compliance with FCA regulations and company processes (risk assessment, accuracy, adherence).
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Requirements & Qualifications
Essential
- Must hold a recognised Financial Planning qualification (CII Level 4 or equivalent).
- Proven paraplanning experience with hands-on technical knowledge.
- Robust ability to analyse financial products and analyse reports—must include suitability research rigorously.
- Strong Working knowledge of Investment Solutions, Insurance Products, Tax planning, Protection and Wealth Management.
- Spoken and written communication skills critical for clarity, pitches, and advice.
- Organisational agility—manage priorities, work independently, and thrive in a high-collaborative team environment.
- Analytical proficiency (literacy + numerical skills) needed for rapid accuracy.
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Preferred
- Boatload of experience of working in a Financial Planning Firms Client Team.
- Understanding of Mortgage Brokerage application, and its trat-laws on remorttage
Working at Evelyn Partners
Key Benefits Package
- What’s inside the corner office?
- Competitive salary.
- Full private medical insurance.
- Life assurance and pension contributions.
- Flexible Work Model: Hybrid arrangements (role-dependent).
- Enhanced well-being:
- Generous holiday allowance (with performance-based add-ons).
- Full shared parental leave support.
- Cycle-to-work scheme.
- Season ticket loan.
- Vision care support.
- Professional Growth: Fully funded training towards:
- Training & Competency Framework (CII/JOB curriculum).
- Opportunities to work alongside seasoned colleagues.
Company Values
Diversity, Equity & Inclusion Matters
- A Space for Belonging: Every voice is amplified; collective ideas drive success.
- Matching Journeys – Evelyn Partners actively foster resources for under-represented groups.
- Reasonable adjustments throughout the hiring process—no hesitation to discuss requirements.
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location