About this role
Job Purpose
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients' needs and the desired client outcomes. Ensures that the preparation of advice for clients is of the highest quality and delivered in an efficient manner whilst mitigating any risks to the business and assisting with the achievement of business targets. To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
Key Responsibilities
Prepare suitability reports across a wide range of advice types, financial products, and investment solutionsCarry out any necessary technical researchEnsure 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 timesWork with the Financial Planner to ensure the correct client outcome in achievedAttend client meetings to support the Financial Planner in the delivery of cashflow modelling, as requiredManages own workload to meet personal targetsCommunicate effectively with the Financial Planners to manage expected delivery datesResponsible for managing process, tasks and complying with FCA guidelinesMaintain core systems ensuring that all documents are uploaded to the back-office system to support the adviceIdentify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controlsProactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD logParticipate in local projects to support the overall Financial Planning Team, as requiredSkills, Experience & Qualifications
Demonstrable experience of paraplanning gained with a proven solid technical knowledge RequiredProven track record of delivering written financial advice RequiredGood organisation and prioritisation skills; able to work independently and within a team RequiredExcellent communication skills both written and verbal RequiredGood stakeholder management with positive influencing skills RequiredLiteracy, numerical and analytical skills are essential RequiredProfessional Qualifications and Education
Level 4 Diploma in Financial Planning (DipPFS)A desire to develop further and to undertake relevant examinations and working towards Chartered status As a colleague here at Evelyn Partners, you will have access to benefits that include:
Competitive salaryPrivate medical insuranceLife assurancePension contributionGenerous holiday packageOption to purchase additional holidayShared parental leaveWe 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know