About this role
Paraplanner at Evelyn Partners. Location: London, England, United Kingdom. Role: preparing reports, supporting advisers, conducting research Requirements: CII Level 4 Financial Planning Diploma or above, paraplanning experience, ability to prepare suitability reports, carry out technical research, maintain KYC records, and strong written communication. Category: Finance and Accounting Seniority: Entry Level Certifications: cii level 4 financial planning diploma Commitment: Full Time Workplace: Hybrid Languages: English