Paraplanner (Pensions Management)

4 days ago


United Kingdom Medlock Partners Full time

25 days holiday, Hybrid working
Full exam support PMI, Company Pension Death in service

Our client are a highly progressive and buoyant Firm of 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.

Ensure all relevant compliance, internal business documents and provider documents have been completed and are located on the back-office system.
Ensure all tasks are carried out and completed in line with company policy and procedures.
Discuss client objectives with the relevant Financial Advisers, identifying where further necessary client information is required, in order to prepare suitability reports.
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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