Paraplanner: Wealth Planning & Technical Research

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.