Team Lead, Paraplanning

Evelyn Partners is the UK’s leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive. We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

We provide an award-winning service for our clients by employing the best people. Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they’re at in their financial journey.

An exceptional track record of growth and innovation is driven by our core values of: Personal,  offering advice based on a true understanding of what matters to our clients; Partnership , working with our clients in a joined-up, collaborative way; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

Read more about us and available career opportunities here: Wealth, accountancy and business advisory services | Evelyn Partners  and Careers | Evelyn Partners

To lead, motivate and develop a Paraplanning team. To prepare suitability reports and prepare technical client work for the Senior Financial Planners. Have an in-depth knowledge of complex written advice and understanding for clients’ needs and the desired client outcomes. To work with the Managing Partner / team heads to optimise capacity and performance within the team.

• Prepare suitability reports across a wide range of advice types, financial products, and investment solutions, undertaking technical research as required
• Conduct appraisals, 121s and drives performance within the team
• Coach, mentor & provide training to develop Paraplanners
• Responsible for disseminating important information and business changes which impact the Paraplanning team
• Manage the report workflow, drive efficiencies within the team and be a technical point of reference for the team
• Responsible for overseeing the competence framework of the team by maintaining the skills matrix to understand the skills of the Paraplanning team. This will involve doing peer checks and obtaining feedback from Advice Quality and Financial Planners, including any in-house testing
• Promote a service excellence mind-set throughout the team and wider organisation
• Identify and report any risks, breaches, or errors through ensuring risks are logged through to mitigating actions and controls
• Work in partnership with Managing Partner, Team Heads, Projects, L&D along with specialist teams to identify training and coaching needs and to develop team and individual plans

Minimum Diploma in Financial Planning (DipPFS) (Ideally Chartered) A desire to develop
further and to undertake relevant examinations

• Demonstrable experience of paraplanning gained with a proven solid technical knowledge
• Experience of managing and developing a team
• Proven track record of delivering written financial advice
• Strong organisation and prioritisation skills; able to work independently and within a team
• Excellent communication both written and verbal
• Strong stakeholder management with positive influencing skills 
• Literacy, numerical and analytical skills are essential 

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.