Paraplanner

We're seeking a talented individual to join our Paraplanning team in Edinburgh, which is responsible for providing support to our Financial Planners and ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters., As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from. As a Paraplanner, your responsibilities will include among others:

• 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 Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Responsible for managing process, tasks and complying with FCA guidelines
  
  Must be Level 4 qualified - CII, Diploma in Financial Planning/Regulated Financial Planning is required
• Level 6/ AF7/ Chartered status would be an advantage
• Very strong understanding of financial planning principles
• Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice
• Excellent communication skills with the ability to explain complex issues in writing and face-to-face
• Very strong understanding of the FCA's COBS requirements for suitability
• Good stakeholder management with positive influencing skills
  
  Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.
We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey. An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.


• 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 we're 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.