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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 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 and kept on file, and a member of our recruitment team may contact you to discuss further opportunities with us.
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 analysis
- Preparing responses and reporting on technical matters
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What’s in it for you?
As a Paraplanner at Evelyn Partners, you will have access to:
- A structured training program, including training and competency oversight to support personal development.
- Encouragement to pursue continuous professional qualifications.
- A collaborative environment with experienced paraplanners and financial advisers to learn from.
Some of your key responsibilities:
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions.
- Support financial planners in client meetings, including cashflow presentation and technical research.
- Ensure client records contain sufficient KYC (Know Your Client) information, demonstrating suitability and keeping records up-to-date.
- Maintain high-quality advice preparation while ensuring efficiency and mitigating business risks.
- Collaborate with financial planners to meet expected delivery dates.
Qualifications
To apply successfully, you should:
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- Hold the CII Level 4 Financial Planning Diploma or higher.
- Have clear experience of paraplanning, with demonstrated technical expertise.
- Showcase a track record of delivering written financial advice.
- Be proficient in completing suitability reports and product research.
- Exhibit strong knowledge of financial products.
Additional Information
Benefits
As a colleague at Evelyn Partners, you’ll enjoy:
- Competitive salary
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model (role-dependent)
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
Diversity, Equity & Inclusion
We embrace a diverse workforce, as we believe our differences make us stronger. Our employee resource groups and initiatives foster a supportive space where every colleague feels respected, safe, and empowered to fully realise their potential.
We are committed to making reasonable adjustments throughout the application process—please inform your recruiter if you have any specific needs.
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