Leave us your email address and we'll send you all the new jobs according to your preferences.

Paraplanner: Wealth Planning & Technical Research

Posted 2 hours 8 minutes ago by SmartRecruiters, Inc.

Permanent
Full Time
Research Jobs
London, United Kingdom
Job Description

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.

Email this Job