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.
Job Location: Open to our Manchester or Liverpool office
Hybrid: Role will initially require full time attendance in office through training then will move to hybrid pattern of 2 days in office and 3 days working from home.
Key Responsibilities
- 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
- Work with the Financial Planner to ensure the correct client outcome in achieved
- Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
- Manages own workload to meet personal targets
- Communicate effectively with the Financial Planners to manage expected delivery dates
- Responsible for managing process, tasks and complying with FCA guidelines
- Maintain core systems ensuring that all documents are uploaded to the back-office system to support the advice
- Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
- Proactively enhance industry and Company knowledge, through external and internal sources and maintaining an accurate CPD log
- Participate in local projects to support the overall Financial Planning Team, as required
Skills, Experience & Qualifications
- Demonstrable experience of paraplanning gained with a proven solid technical knowledge Required
- Proven track record of delivering written financial advice Required
- Good organisation and prioritisation skills; able to work independently and within a team Required
- Excellent communication skills Required
- Good stakeholder management with positive influencing skills Required
- Literacy, numerical and analytical skills are essential Required
Professional 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 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.
We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.