Found Description
Job Description
What will you be doing?
We're seeking a talented individual to join our Financial Planning team, in which you will support 1-2 Financial Advisers with client meetings including presentation of cashflow and preparing responses and reporting on technical matters.
What's in it for me?
As a Paraplanner at Evelyn Partners 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 which you will have the opportunity to collaborate with and learn from.
Some of your responsibilities will be to:
- Prepare suitability reports across a wide range of advice types, financial products, and investment solutions
- To support financial planners with client...