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Job Purpose:
- Prepare suitability reports and provide technical research across financial products and planning opportunities.
- Support financial planners with client meetings and cashflow modelling.
Key Responsibilities:
- Ensure client records contain sufficient Know Your Client information.
- Communicate effectively with financial planners to manage delivery dates.
- Identify and report risks, breaches, or errors.
Qualifications:
- Demonstrable experience of paraplanning with solid technical knowledge.
- Level 4 Diploma in Financial Planning (DipPFS) required.
- Excellent communication and organisation skills.
Benefits:
- Competitive salary and private medical insurance.
- Pension contribution and generous holiday package.
- Shared parental leave and additional holiday purchase option.
Evelyn Partners
Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture.