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.
#J-18808-Ljbffr
Paraplanner: Elevate Suitability Reports & Cashflow Modelling in City of London employer: SmartRecruiters Inc
SmartRecruiters Inc is an excellent employer for Product Designers, offering a collaborative environment where creativity and innovation thrive. With a strong focus on user-centered design, employees benefit from opportunities for professional growth and development, while contributing to meaningful projects that enhance user experiences. Located in a vibrant area, the company fosters a culture of teamwork and support, making it an ideal place for passionate designers to advance their careers.
