Paraplanning Expert

1 week ago


Manchester, United Kingdom Evelyn Partners Fund Solutions Limited Full time
Job Description:

This is an exciting opportunity to join our Paraplanning team in Manchester, responsible for providing support to x2 Financial Planners and ensuring a positive experience for Evelyn Partners clients.

In this role, you will also support financial planners with client meetings, including the presentation of cashflow and preparing responses on technical matters.

You will have access to a structured training programme, offering Training & Competency oversight to excel personal development. We encourage continuous professional development via ongoing studying and qualifications; we also have a team of experienced Paraplanners and Financial Advisers with whom you will have the opportunity to collaborate and learn.


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