Evelyn Partners is seeking a diligent Paraplanner to support Financial Planners with suitability reports and technical research across a wide range of products. You will help ensure high-quality client outcomes, accurate KYC data, and efficient processing within FCA guidelines.
The role emphasizes collaboration with planners on cashflow modelling, risk management, and maintaining CPD logs, with opportunities to contribute to local projects and professional development.
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Paraplanner: Wealth Planning & Technical Research 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.
