Paraplanner

🔥 17 hours ago

🇬🇧 United Kingdom – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

🇬🇧 UK Skilled Worker Visa Sponsor

This company has sponsored UK Skilled Worker visas in the past.

👻 Ghost score 10%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Evelyn Partners

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

💼 Consulting

⚖️ Legal

💸 Finance

💰 Private Equity Round on 2020-08

Consulting • Legal • Finance

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

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions • Carry out necessary technical research • Ensure client records contain sufficient Know Your Client information to demonstrate advice suitability • Keep client records accurate and up to date • Work with the Financial Planner to achieve the correct client outcome • Attend client meetings to support cashflow modelling, as required • Manage workload to meet personal targets • Communicate with Financial Planners regarding expected delivery dates • Manage processes and tasks in compliance with FCA guidelines • Maintain core systems and upload documents to the back-office system • Identify and report risks, breaches, and errors, including mitigating actions and controls • Enhance industry and company knowledge through internal and external sources • Participate in local projects supporting the Financial Planning Team

🎯 Requirements

• 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 written and verbal communication skills • Good stakeholder management with positive influencing skills • Literacy, numerical and analytical skills • Level 4 Diploma in Financial Planning (DipPFS) • A desire to develop further and undertake relevant examinations and work towards Chartered status • Compliance with FCA guidelines • Maintaining an accurate CPD log

🏖️ Benefits

• Competitive salary • Private medical insurance • Life assurance • Pension contribution • Generous holiday package • Option to purchase additional holiday • Shared parental leave • Employee resource groups • Diversity, equity and inclusion initiatives • Reasonable adjustments throughout the application process