Paraplanner (Fully Remote)

• Prepare suitability reports and provide technical research across financial products and planning opportunities.
• Support financial planners with client meetings and cashflow modelling.

Key Responsibilities:

• Ensure client records contain sufficient Know Your Client information.
• Communicate effectively with financial planners to manage delivery dates.
• Identify and report risks, breaches, or errors.

Qualifications:

• Demonstrable experience of paraplanning with solid technical knowledge.
• Level 4 Diploma in Financial Planning (DipPFS) required.
• Excellent communication and organisation skills.
• Competitive salary and private medical insurance.
• Pension contribution and generous holiday package.
• Shared parental leave and additional holiday purchase option.

Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice. They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture.