Paraplanner

What will you be doing 

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.

As a Paraplanner your responsibilities will include among others

• 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 :

Skills and Experience

To be successful in this role you should

• 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 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 were 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.

Remote Work :

No

Employment Type :

Full-time