Evelyn Partners is seeking a Paraplanner in Manchester or Liverpool to support Financial Advisers with offshore bonds and inheritance tax planning. The role involves preparing suitability reports, conducting research, and assisting in client meetings.
Ideal candidates will have a Level 4 Diploma in Financial Planning and experience in paraplanning. Key benefits include private medical insurance, life assurance, and a generous holiday package. Opportunities for professional development towards Chartered status are encouraged.
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