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Paraplanner - Hybrid/flexible Working

4 months ago

Cheadle, United Kingdom Medlock Partners Ltd Full time
26 days holiday, you acquire 1 day for 2 years of service.
You will receive an additional days leave on your Birthday
The option to buy and sell holidays.
Hybrid working
Flexible working hours
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.