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Evelyn Partners
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  • IFA Client Administrator  

    - Maidstone
    Job DescriptionWe’re seeking a talented individual to join our Financi... Read More
    Job Description

    We’re seeking a talented individual to join our Financial Planning team in Nottingham, which is responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What's in it for me?As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program 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 Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.This role will initially be in office for 6 month probation and then move to a hybrid working model of 3 days in office and 2 days working from home.As a Client Administrator, your responsibilities will include among others:Providing comprehensive client service administration to aligned Financial Planners  to deliver excellent client outcomes.Scheduling and coordinating client meetings, completing documentation for compliant new business submissions, and updating the CRM system accurately.Acting as the primary point of contact for client queries.Preparing client reports, Letters of Authority and processing withdrawal and drawdown requests.Ensuring smooth workflow and maintaining high standards of accuracy and compliance in all administrative processes.
    Qualifications

    To be successful in this role, you should:National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE. Have previous administrative experience supporting Financial Planners or Wealth professionals.Have experience of onboarding clients, preparing meeting packs, processing Letters of Authority and supporting transfers.Have knowledge of financial products such as ISAs, GIAs, SIPPs, Pensions, Offshore Bonds.A strong ethic of client service.Strong communication skills with an ability to build relationships.The ability to fully plan workload and display excellent organisational skills.

    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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.  Read Less
  • IFA Client Administrator  

    - Nottingham
    Job DescriptionWe’re seeking a talented individual to join our Financi... Read More
    Job Description

    We’re seeking a talented individual to join our Financial Planning team in Nottingham, which is responsible for providing full administrative support to Financial Planners, as well as building relationships with clients to deliver a positive and sleek client experience.What's in it for me? As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program 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 Investment Managers and Financial Advisers which you will have the opportunity to collaborate with and learn from.This role will initially be in office for 6 month probation and then move to a hybrid working model of 3 days in office and 2 days working from home.As a Client Administrator, your responsibilities will include among others:Providing comprehensive client service administration to aligned Financial Planners  to deliver excellent client outcomes.Scheduling and coordinating client meetings, completing documentation for compliant new business submissions, and updating the CRM system accurately.Acting as the primary point of contact for client queries.Preparing client reports, Letters of Authority and processing withdrawal and drawdown requests.Ensuring smooth workflow and maintaining high standards of accuracy and compliance in all administrative processes.
    Qualifications

    To be successful in this role, you should:National 5 (N5) Grade C in Maths and English or above which is equivalent to GCSE. Have previous administrative experience supporting Financial Planners or Wealth professionals.Have experience of onboarding clients, preparing meeting packs, processing Letters of Authority and supporting transfers.Have knowledge of financial products such as ISAs, GIAs, SIPPs, Pensions, Offshore Bonds.A strong ethic of client service.Strong communication skills with an ability to build relationships.The ability to fully plan workload and display excellent organisational skills.

    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • Compliance Officer  

    - London
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    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 DescriptionWhat will you be doing? We’re seeking a talented individual to join our Risk & Compliance team in London. Reporting to the Team Head, you will provide regulatory input to support delivery of good client outcomes, a compliant and risk aware culture and the Group's business model and strategy.This is a fantastic opportunity for someone looking to further develop their career in Risk & Compliance. As Compliance Officer, your responsibilities will include among others:Assist in the completion of thematic reviews in accordance with the annual compliance monitoring programme, using appropriate tools and methodologies, and documenting the outcome accurately and in a timely fashion.Assist with the ongoing Second Line of Defence assessment of regulatory and conduct risks to ensure the assurance activity completed remains risk based.Provide advice on propositional developments, new business opportunities and regulatory change initiatives, ensuring a strong focus on good client outcomes at all times.Provide responses to general queries on the FCA Handbook and Evelyn Partners policies and procedures, escalating queries to the senior members of the Compliance team where assistance is required.Identify, investigate and report on breaches and incidents, ensuring that these are logged promptly and accurately in the Governance Risk & Control platform and resolved within an appropriate timeframe.Assist the Compliance department to maintain up-to-date departmental procedures and collaborate with colleagues from across the 3 Lines of Defence to support the embedding of a client and risk focused culture across the Group.QualificationsTo be successful in this role, you should:Good knowledge and understanding of relevant regulatory requirements, including FSMA 2000, PRA and FCA rulebooks, LSE Rulebook and ISA RegulationsExperience of wealth management, suitable advice and good client outcomes preferred but not essentialGood interpersonal skills, judgement and decision-making ability, with a determined and proactive approachDesired:Educated to Degree levelRelevant regulatory qualifications an advantageAdditional InformationAs a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • IFA Client Administrator  

    - Southampton
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    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 DescriptionWhat will you be doing?We’re seeking a talented individual to join our Financial Planning team in Southampton, which is responsible for providing full administrative support to Financial Planners, while additionally building relationships with clients to deliver a positive and sleek client experience.What’s in it for me?As a Client Administrator at Evelyn Partners you will be supported to grow personally and professionally, you will have access to a structured training program 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 Investment Managers 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 3 days per week after probation. For the first 6 months it is a full time office based role.As a Client Administrator, your responsibilities will include among others:Working closely with the aligned Financial Planners to deliver excellent client outcomes, build relationships and maintain regular contact.Onboarding clients/processing new business and Letters of authority, while additionally handling preparation of meeting packs and valuations (as required)Completing application forms and paperwork - Invoices & WithdrawalsLiaising with operational teams where support is provided on activities. , scripts, transfers, corporate actions, static data changes, where applicableManaging client queries including supporting and collaborating with Financial Planning team Maintain back-office systems and client records in line with the company policiesQualificationsTo be successful in this role, you should Have previous administrative experience supporting Financial Planners/ Wealth professionals A strong ethic of client serviceHave experience in most of these financial products: ISAs/ Pensions/ SIPPS/ SSAS/ Offshore bondsHave strong communication skills with an ability to build relationshipsPossess the ability to fully plan workload and display excellent organisational skills Additional InformationAs a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • Operations Executive Transfers  

    - Liverpool
    Job DescriptionWhat will you be doing?We're seeking a talented individ... Read More
    Job Description

    What will you be doing?We're seeking a talented individual to join us as an Operations Executive - Transfers in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls.This is a hybrid working role with an expectation to be in the office 3 days per week. As an Operations Executive - Transfers, your responsibilities will include among others:Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management.Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
    Qualifications

    To be successful in this role, you should:Demonstrable interest in financial services.Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities.Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.Desired:Experience gained within a financial services institution especially in Operations is advantageous but not essential.Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

    Additional Information

    As a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • Operations Executive Re-Registration - 8 Month FTC  

    - Glasgow
    Job DescriptionWhat will you be doing? We're seeking a talented indivi... Read More
    Job Description

    What will you be doing? We're seeking a talented individual to join us as an Operations Executive Re-Registration in Glasgow. You will be responsible for performing the daily duties, general processing of all Re-Registration functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements while operating within defined standards and guidelines aligned to service level agreements and data quality controls.As an Operations Executive - Re-Registration, your responsibilities will include among others:Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management.Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.
    Qualifications

    Skills and Experience To be successful in this role, you should:Demonstrable interest in financial services.Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities.Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.Desired:Experience gained within a financial services institution especially in Operations is advantageous but not essential.For candidates with no relevant experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject.Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential.

    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • Operations Executive Transfers  

    - Liverpool
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    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 DescriptionWhat will you be doing?We're seeking a talented individual to join us as an Operations Executive - Transfers in Liverpool. You will be responsible for performing the daily duties, checking and general processing of all Operations functions, in a timely and accurate basis, whilst ensuring compliance with regulatory requirements and operating within defined standards and guidelines which are aligned to service level agreements and data quality controls.This is a hybrid working role with an expectation to be in the office 3 days per week. As an Operations Executive - Transfers, your responsibilities will include among others:Ensure that all tasks are completed to a high standard, work is produced within deadlines and that any anomalies are reported to your line manager within agreed timescales.Ensure that personal and team KPI's / KRI's / MIR are met, assist in collation of MI highlighting any issues to management.Respond to telephone, email and system enquiries in a timely professional manner, liaising with external parties where relevant and escalating any issues where relevant.Log, maintain and respond to written client enquiries in a timely manner, ensuring all client and external documents are relevant and up to date.Adopt a high-quality culture to minimise errors and ensuring high quality service levels are delivered. Ensuring all work is with a high level of accuracy, including data input, document checking and escalating to manager or relevant department where necessary.Ensure that fair treatment of clients is at the forefront of all activities and that all interactions are conducted in an open and transparent manner.QualificationsTo be successful in this role, you should:Demonstrable interest in financial services.Working knowledge of Microsoft Office packages: Minimum basic level Word and intermediate level Excel.Strong interpersonal skills are essential, with the ability to communicate well both written and verbally to senior audiences.Demonstrate ability to understand and summarise complex information in a professional and concise manner and solve problems quickly with high levels of accuracy and attention to detail.Ability to organise workloads effectively and meet tight deadlines, with a flexible approach to team priorities.Responding to queries from both internal and external parties in a timely manner and providing a high level of customer service both internally and externally.Desired:Experience gained within a financial services institution especially in Operations is advantageous but not essential.Relevant professional qualifications CISI Investment Operations Certificate desirable but not essential.Additional InformationAs a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • JLT Analyst  

    - Liverpool
    Company DescriptionEvelyn Partners is a UK leader in wealth management... Read More
    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 DescriptionWhat will you be doing? We’re seeking a talented individual to join our JLT team, where you will be responsible for the account administration end to end process of Joiners, Leavers and Transfers (JLT) within the business, including the building of laptops and the management of assets. 
    To succeed in this role, you need to be organised and have a natural analytical way of thinking along with a keen eye for detail. Previous experience of managing user accounts in tools like Active Directory will help you to translate and fulfil our user requirements.
    You need to be delivery focused, able to multi-task and very much a team player. Working closely with Procurement, Application Owners and Technical Support teams to ensure colleagues have the right levels of access permissions and hardware to succeed in their roles.
    You will get access to a wide range of different technical disciplines and must be comfortable working within a flexible and progressive environment.As JLT Analyst, your responsibilities will include among others:Operational support of our Joiners, Leavers and Transfers, including hardware build and preparation, user account and application permissions, mobile phone set upSupport day 1 set up with colleagues, either directly or remotely and the 'last day' process including remove accessing permissions and hardware retrievalManage a queue of incidents and requests via our help desk solution, ensuring work notes are maintained. Prioritising workloads based on impact and urgencyAssist with audits and projects as requiredManage the ordering and configuration of hardware and software as per request requirements, following approval defined workflowsWorking with suppliers and internal application support teams in request fulfillmentQualificationsTo be successful in this role, you should:Have knowledge of IT systems such as Active Directory, Microsoft Azure and ExchangeAbility to use Microsoft products including Excel Personable, diplomatic, and trustworthy - dealing with confidential informationComfortable dealing with all levels of staff up to and including Partners and Directors, with excellent verbal and written communication skills and a customer service focusKeen eye for detailExcellent time management skills, able to cope working in a busy environment and the ability to prioritise workloadDesired: Previous experience working in an IT support role or similar ITIL Foundation Additional InformationAs a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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. Read Less
  • JLT Analyst  

    - Liverpool
    Job DescriptionWhat will you be doing? We’re seeking a talented indivi... Read More
    Job Description

    What will you be doing? We’re seeking a talented individual to join our JLT team, where you will be responsible for the account administration end to end process of Joiners, Leavers and Transfers (JLT) within the business, including the building of laptops and the management of assets. 
    To succeed in this role, you need to be organised and have a natural analytical way of thinking along with a keen eye for detail. Previous experience of managing user accounts in tools like Active Directory will help you to translate and fulfil our user requirements.
    You need to be delivery focused, able to multi-task and very much a team player. Working closely with Procurement, Application Owners and Technical Support teams to ensure colleagues have the right levels of access permissions and hardware to succeed in their roles.  
    You will get access to a wide range of different technical disciplines and must be comfortable working within a flexible and progressive environment.As JLT Analyst, your responsibilities will include among others:Operational support of our Joiners, Leavers and Transfers, including hardware build and preparation, user account and application permissions, mobile phone set upSupport day 1 set up with colleagues, either directly or remotely and the 'last day' process including remove accessing permissions and hardware retrievalManage a queue of incidents and requests via our help desk solution, ensuring work notes are maintained. Prioritising workloads based on impact and urgencyAssist with audits and projects as requiredManage the ordering and configuration of hardware and software as per request requirements, following approval defined workflowsWorking with suppliers and internal application support teams in request fulfillment
    Qualifications

    To be successful in this role, you should:Have knowledge of IT systems such as Active Directory, Microsoft Azure and ExchangeAbility to use Microsoft products including Excel Personable, diplomatic, and trustworthy - dealing with confidential informationComfortable dealing with all levels of staff up to and including Partners and Directors, with excellent verbal and written communication skills and a customer service focusKeen eye for detailExcellent time management skills, able to cope working in a busy environment and the ability to prioritise workloadDesired: Previous experience working in an IT support role or similar  ITIL Foundation 

    Additional Information

    As a colleague here at Evelyn Partners you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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.  Read Less
  • Paraplanner  

    - Glasgow
    Job DescriptionWhat will you be doing? We are seeking a skilled and de... Read More
    Job Description

    What will you be doing? We 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.As a Paraplanner, your responsibilities will include among othersPrepare 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 planning
    Qualifications

    To be successful in this role, you shouldLevel 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 concepts

    Additional Information

    As a colleague here at Evelyn Partners, you will have access to benefits that include:Competitive salaryPrivate medical insuranceLife assurancePension contributionHybrid working model (role dependant)Generous holiday packageOption to purchase additional holidayShared parental leaveWe 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.  Read Less

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