Paraplanner

We are seeking a skilled and detail-oriented Paraplanner to join our team in Edinburgh. As a crucial member of our financial planning department you will provide essential support to our Senior Advisors and ensure a positive experience for our valued clients.

• Prepare comprehensive suitability reports covering a wide range of advice types financial products and investment solutions
• Conduct thorough technical research to support financial recommendations
• Maintain accurate and up-to-date client records ensuring sufficient Know Your Client information is present to demonstrate the suitability of our advice
• Collaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomes
• Attend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queries
• Manage processes and tasks in compliance with FCA guidelines and internal procedures
• Assist in the preparation of client presentations and supporting documentation
• Stay abreast of industry developments regulatory changes and best practices in financial planning

Qualifications :

• Level 4 qualification - CII Diploma in Financial Planning/Regulated Financial Planning or equivalent
• Demonstrable experience in paraplanning with a solid technical knowledge base
• Strong understanding of financial planning principles and processes
• Excellent written and verbal communication skills with the ability to explain complex financial concepts

Additional Information :

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 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

We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners youll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity equity and inclusion is evident in our active employee resource groups and ongoing initiatives. Were dedicated to creating a workplace where you can thrive and reach your full potential.

We are committed to providing reasonable adjustments throughout the application process. Please dont hesitate to discuss your needs with your recruiter.

Remote Work :

No

Employment Type :

Full-time