Paraplanner: Wealth Planning & Technical Research
Evelyn Partners
Evelyn Partners is a UK leader in wealth management, offering personalised investment management and financial planning advice. This role supports financial planners by preparing suitability reports and performing technical research across a range of planning opportunities. You will assist with client meetings and cashflow modelling, contributing to a high‑quality service for clients. The position requires a DipPFS Level 4 Diploma and solid paraplanning experience, with strong communication and #J-18808-Ljbffr
Vacancy posted 5 days ago
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