Evelyn Partners is seeking a Paraplanner to prepare suitability reports and provide technical research across financial products for the Financial Planning team. You will support planners with client meetings and assist in presenting cashflow analyses while ensuring high-quality, compliant advice.
Required: Level 4 Diploma in Financial Planning (DipPFS), excellent written and verbal communication, strong organisation and stakeholder management.
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Paraplanner - Cashflow Support & Suitability Reports 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.
