Evelyn Partners
1001 - 5000 employees
💸 Finance
👥 B2C
🏦 Banking
💰 Private Equity Round on 2020-08
Finance • B2C • Banking
Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.
Paraplanner
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Evelyn Partners
1001 - 5000 employees
💸 Finance
👥 B2C
🏦 Banking
💰 Private Equity Round on 2020-08
Finance • B2C • Banking
Evelyn Partners is one of the UK's top-tier wealth management and accountancy firms, offering a comprehensive range of services that include financial planning, investment management, personal tax services, and business advisory consulting. The firm specializes in helping individuals and families manage their wealth through various life stages, providing tailored solutions for retirement planning, tax strategies, and estate planning. Additionally, they support businesses with corporate finance, assurance services, and turnaround strategies, while also catering to the needs of charities and professional partners.
📋 Description
• Support 1-2 Financial Advisers with client meetings • 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 (KYC) information • Ensure the preparation of advice for clients is of the highest quality • Communicate effectively with the Financial Planners • Responsible for managing process, tasks, and complying with FCA guidelines
🎯 Requirements
• Must be qualified within Financial Planning CII Level 4 or above • Demonstrable experience of paraplanning gained with a proven solid technical knowledge • Proven track record of delivering written financial advice • Experience of completing suitability reports while researching and analysing products • Strong knowledge of financial products • 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
🏖️ Benefits
• 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 • Fully funded training towards professional qualifications • Cycle to work scheme • Season ticket loan • Eye care support
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