Evelyn Partners is seeking a Paraplanner to prepare suitability reports and provide technical research across a broad range of financial products. You will support a team of Financial Planners and ensure high-quality advice while mitigating risk.
The role is based in Manchester or Liverpool with a hybrid pattern: full-time in the office during training, then two days in office and three days from home. The ideal candidate holds a Level 4 Diploma in Financial Planning and has proven paraplanning
Paraplanner β Hybrid, Financial Planning & Reports 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.