Evelyn Partners, a UK wealth management firm with offices in Manchester and Liverpool, seeks a diligent paraplanner to support Financial Planners with suitability reports and technical research. The role blends in-office training with a future hybrid pattern, including client meetings support and cashflow modelling.
You will develop knowledge of advice processes, maintain knowledge of client data, and ensure high-quality, compliant outputs while managing deadlines and collaborating across the
Hybrid Paraplanner - Cashflow & Technical Research in Manchester 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.
