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Paraplanner (Financial Planning Specialist)

2 months ago

Stockport, Stockport, United Kingdom Medlock Partners Full time

Job Summary:

We are seeking a highly skilled and motivated Paraplanner to join our team at Medlock Partners. As a Paraplanner, you will play a crucial role in supporting our Financial Planners in providing bespoke financial advice to our clients.

Key Responsibilities:

  • Support Consultants in research and analysis to meet client needs and objectives.
  • Support 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 investments.
  • Continuous professional development to meet regulatory requirements and personal development needs.

What We Offer:

  • 26 days holiday, with an additional day's leave for every 2 years of service.
  • A flexible working hours arrangement, allowing you to balance your work and personal life.
  • A daily delivery of fresh fruit to the office.
  • A dynamic and supportive work environment, with opportunities for professional growth and development.

About Us:

Medlock Partners is a highly progressive and buoyant Firm of Independent Financial Planners, committed to providing exceptional financial advice to our clients. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances.