Paraplanner (Fully Remote) (Etobicoke)

Paraplanner (Fully Remote) (Etobicoke)

05 Nov
|
Evelyn Partners
|
Etobicoke

05 Nov

Evelyn Partners

Etobicoke

Prepare suitability reports and provide technical research across financial products and planning opportunities.

Support financial planners with client meetings and cashflow modelling.

Key Responsibilities: Ensure client records contain sufficient Know Your Client information.

Communicate effectively with financial planners to manage delivery dates.

Identify and report risks, breaches, or errors.

Qualifications: Demonstrable experience of paraplanning with solid technical knowledge.

Level 4 Diploma in Financial Planning (DipPFS) required.

Excellent communication and organisation skills.

Market-competitive salary and private medical insurance.

Pension contribution and generous holiday package.

Shared parental leave and additional holiday purchase option.

Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning advice.

They are a team of passionate professionals guided by purpose, with a diverse and inclusive culture. #J-18808-Ljbffr

📌 Paraplanner (Fully Remote) (Etobicoke)
🏢 Evelyn Partners
📍 Etobicoke

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