Job Purpose
To prepare suitability reports and provide technical research services holistically across a broad range of financial products and planning opportunities to a team of Financial Planners. A good knowledge of advice and understanding of clients' needs and the desired client outcomes. 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. To support financial planners with client meetings including presentation of cashflow and other duties such as preparing responses on technical matters.
If you want to hear more about the role, you can listen to Becky Coombes, Team Leader of Paraplanning explain what the role, team and culture here at Evelyn Partners looks like. Listen here
As Paraplanner, your responsibilities will include among others:-