Paraplanner (Pensions Management)

2 weeks ago


Stockport Greater Manchester, United Kingdom Medlock Partners Full time

26 days holiday, you acquire 1 day for 2 years of service.
You will receive an additional days leave on your Birthday.
Flexible working hours between 8.Fresh fruit delivered to the office on a daily basis

Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients. As a result of ongoing growth and recent promotions an excellent opportunity has become available for an aspiring Paraplanner to join their organisation. The successful candidate will be working closely with a team of Paraplanners and Financial Planners to present bespoke suitability reports.

Supporting the Consultants in research and analysis to meet client needs and objectives.
Supporting Consultants in preparing accurate financial plans and suitability reports.
Have a full understanding of Holistic Financial planning and be comfortable querying consultants.
Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
Continuous professional development to meet regulatory requirements and personal development needs.
We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities.



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