Paraplanner in Bristol

What will you be doing?

We’re seeking a talented individual to join our Paraplanning team in Bristol, which is responsible for providing support to our Financial Planners and 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.

See what our team say -

Mandy Bailey, Client Delivery Manager in our Bristol office, has recorded an audio clip which brings this role to life. Mandy also shares what she believes makes Evelyn Partners a great place to work and what you can expect as a part of our team. Click here to listen.

What’s in it for me?

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 is a hybrid working role with a requirement to be in the office 1 day per week.

As a Paraplanner, your responsibilities will include among others:

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
• Carry out any necessary technical research
• Ensure client records contain sufficient Know Your Client information to demonstrate suitability of our advice, and that they are kept accurate and up to date at all times
• Collaborate with Financial Planners to deliver a positive client experience, ensuring client delivery dates and positive client outcomes are achieved
• Attend client meetings to support the Financial Planner in the delivery of cashflow modelling, as required
• Responsible for managing process, tasks and complying with FCA guidelines

To be successful in this role, you should have:

• Level 4 qualified – Diploma in Financial Planning/Regulated Financial Planning
• Level 6/Chartered status would be an advantage, as would AF3, AF7/G60 PTS qualification
• Demonstrable experience of paraplanning gained with a proven solid technical knowledge and track record of delivering written financial advice
• Excellent communication skills with the ability to explain complex issues in writing and face-to-face
• Very strong understanding of the FCA's COBS requirements for suitability
• Good stakeholder management with positive influencing skills

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 we’re 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.