About

• Company DescriptionEvelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next.

• Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose - placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.Job DescriptionWe are seeking a skilled and detail-oriented Paraplanner to join our team in Glasgow or 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 solutionsConduct thorough technical research to support financial recommendationsMaintain accurate and up-to-date client records, ensuring sufficient Know Your Client information is present to demonstrate the suitability of our adviceCollaborate with Financial Planners to deliver exceptional client experiences and achieve positive outcomesAttend client meetings to support Financial Planners in presenting cashflow modelling and addressing technical queriesManage processes and tasks in compliance with FCA guidelines and internal proceduresAssist in the preparation of client presentations and supporting documentationStay abreast of industry developments, regulatory changes, and best practices in financial planningQualificationsLevel 4 qualification - CII, Diploma in Financial Planning/Regulated Financial Planning or equivalentDemonstrable experience in paraplanning with a solid technical knowledge baseStrong understanding of financial planning principles and processesExcellent written and verbal communication skills, with the ability to explain complex financial conceptsAdditional InformationAs 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 supportWe believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll 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. We're 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 don't hesitate to discuss your needs with your recruiter.