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Paraplanner - Financial Planning Specialist
2 months ago
Job Summary:
Medlock Partners is seeking a highly skilled and motivated Paraplanner to join our team of financial planning professionals. As a Paraplanner, you will play a critical role in supporting our consultants in providing bespoke financial advice to our clients.
Key Responsibilities:
- Research and Analysis: Assist consultants in researching and analyzing client needs and objectives to develop comprehensive financial plans.
- Financial Planning and Reporting: Support consultants in preparing accurate financial plans and suitability reports, ensuring compliance with regulatory requirements.
- Holistic Financial Planning: Develop a deep understanding of holistic financial planning and be comfortable querying consultants to ensure accurate and compliant advice.
- Product Knowledge: Have experience dealing with various financial products, including Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments such as EIS/VCT/BPR.
- Operational Support: Provide support to the Head of Operations and Compliance as needed, ensuring business is conducted in a responsible and compliant manner.
- Relationship Development: Develop and maintain internal relationships with various areas of the business to meet agreed targets and ensure seamless delivery of services.
- Professional Development: Engage in continuous professional development to meet regulatory requirements and personal development needs, staying up-to-date with industry trends and best practices.
- Workflow Management: Manage individual workflow and delivery, ensuring timely and accurate completion of tasks.
- Technical Guidance: Provide technical guidance to the Client Services Team, assisting with product-specific, technical, and compliance-based queries to ensure accurate and compliant advice implementation.
Requirements:
- Industry-related experience and a strong understanding of financial planning principles.
- Working towards industry-related exams, such as the Level 4 Diploma, or a passion for obtaining this qualification.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with colleagues and clients.
- Strong analytical and problem-solving skills, with the ability to research and analyze complex financial data.
- Proficiency in using financial planning software and systems.
About Medlock Partners:
Medlock Partners is a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances. If you are a motivated and experienced Paraplanner looking to join a dynamic and growing team, please apply today.
