Full-Time Remote Paraplanner

We're seeking a talented individual to join our Central support Paraplanning team. This role supports Financial Planners, ensuring a positive experience for Evelyn Partners clients.

Responsibilities include:

• Preparing suitability reports.
• Supporting financial planners with client meetings, including cashflow presentations and technical responses.
• Conducting necessary technical research.
• Ensuring client records have sufficient KYC information and are up-to-date.
• Ensuring high-quality advice preparation, efficiency, risk mitigation, and achieving business targets.
• Communicating with Financial Planners to manage delivery dates.
• Managing processes, tasks, and complying with FCA guidelines.

Qualifications and Experience:

• Qualified within Financial Planning Level 4 or above.
• Proven paraplanning experience with strong technical knowledge.
• Demonstrable track record of delivering written financial advice.
• Experience in completing suitability reports and product research/analysis.
• Strong knowledge of financial products.
• Excellent communication (written and verbal), organization, and prioritization skills.
• Good stakeholder management and influencing skills.

Benefits:

• Competitive salary
• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working (role-dependent)
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

What is the last date for applying to the job?

Which countries are accepted for this remote job?