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Evelyn Partners
ParaplannerEvelyn Partners • Bristol, England, UK
Paraplanner

Paraplanner

Evelyn Partners • Bristol, England, UK
30+ days ago
Job type
  • Full-time
Job description

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

Qualifications :

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


Additional Information :

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 were 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.


Remote Work :

No


Employment Type :

Full-time


Experience: years
Vacancy: 1
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Paraplanner • Bristol, England, UK

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