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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
Evelyn Partners is seeking a Paraplanner to prepare suitability reports and provide technical research services across a broad range of financial products and planning opportunities. The role involves supporting Financial Planners with client meetings, ensuring high-quality advice delivery, and maintaining accurate client records while mitigating business risks. This position requires a strong technical knowledge of financial advice and a commitment to achieving desired client outcomes.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1836
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Evelyn Partners.
Evelyn Partners didn’t post a salary, so this is our estimate from similar listings.