Paraplanner; Fully Remote

Remote / Online - Candidates ideally in
Philadelphia, Philadelphia County, Pennsylvania, 19117, USA

Listing for: Evelyn Partners

Remote/Work from Home position
Listed on 2026-10-02

Job specializations:

Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst, Financial Reporting

Salary/Wage Range or Industry Benchmark: 55000 - 75000 USD Yearly USD 55000.00 75000.00 YEAR

Position: Paraplanner (Fully Remote)

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.
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.

Our team is growing, and we are hiring a Paraplanner (Fully Remote) in United States.

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