Wealth Management Associate

1 month ago


Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time
About the Role: As a Paraplanner at Evelyn Partners Fund Solutions Limited, you will play a vital role in supporting our Financial Planners in delivering exceptional client experiences. With over 186 years of experience, our company has established itself as a trusted partner for individuals, family trusts, charities, and businesses, offering a range of financial and professional services. In this dynamic environment, you will have the opportunity to develop your skills through a structured training program, collaborate with experienced colleagues, and contribute to the success of our clients.

Your primary responsibilities will include preparing suitability reports, working closely with Financial Planners, and attending client meetings to ensure seamless delivery of cash flow modeling services. To be successful in this role, you will need a Level 4 qualification in Financial Planning, a strong understanding of financial planning principles, and demonstrable experience in paraplanning. The ideal candidate will be rewarded with a competitive salary of £48,000 - £58,000 per annum, as well as comprehensive benefits including private medical insurance, life assurance, pension contribution, and a generous holiday package.

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