Evelyn Partners in London is seeking an experienced paraplanner to prepare suitability reports and provide technical research across a broad range of financial products.
You will support Financial Planners with client meetings, cashflow modelling and timely report delivery, maintaining high quality and FCA compliance. A Level 4 Diploma in Financial Planning is preferred and ongoing professional development is encouraged.
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Senior Paraplanner for Wealth & Financial Planning 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.
