Paraplanner - Fully Remote

Evelyn 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. We're here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals. We're seeking a talented individual to join our Central support Paraplanning team, which is responsible for providing support to our Financial Planners while ensuring a positive experience for Evelyn Partners clients. In this role you will also support financial planners with client meetings including presentation of cashflow and preparing responses on technical matters. As a Paraplanner at Evelyn Partners you will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications, we also have a team of experienced Paraplanners and Financial Advisers which you will have the opportunity to collaborate with and learn from. This role is a remote opportunity to work with the central support Paraplanning team nationwide. Prepare suitability reports across a wide range of advice types, financial products, and investment solutions To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters. Ensure client records contain sufficient Know Your Client (KYC) information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times 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. Communicate effectively with the Financial Planners to manage expected delivery dates Must be qualified within Financial Planning CII Level 4 or above Proven track record of delivering written financial advice Strong knowledge of financial products  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 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.