Evelyn Partners is a UK wealth management leader providing personalised investment management and financial planning advice. We seek a skilled paraplanner to prepare suitability reports, conduct technical research, and support financial planners with client meetings and cashflow modeling.
You will maintain Know Your Client records, manage your workload, and ensure high-quality, compliant advice aligned with client outcomes.
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Paraplanner: Elevate Suitability Reports & Cashflow Modelling in City of London employer: Evelyn Partners
Evelyn Partners is an excellent employer, offering a dynamic work environment in Liverpool that fosters collaboration and innovation. With a strong focus on employee growth, you will have access to professional development opportunities and the chance to engage with senior leadership, making your contributions impactful. The company values a supportive culture where your skills are recognised and rewarded, ensuring a meaningful and fulfilling career path.
