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Senior Financial Planner

2 months ago


Wilmslow, Cheshire East, United Kingdom Medlock Partners Limited Full time
Unlock Your Potential with Medlock Partners Limited

We are seeking a highly skilled Senior Paraplanner to join our team at Medlock Partners Limited, a reputable and award-winning firm of Chartered Independent Financial Planners based in the North West region.

About the Role

As a Senior Paraplanner, you will play a crucial role in supporting our Chartered Financial Planning team in delivering exceptional client service and achieving our goal of making people's lives better.

What We Offer
  • Competitive Salary: Up to £55,000 per annum
  • Pension Scheme: Up to 5% matched contributions
  • Holiday Entitlement: Up to 38 days per year, plus bank holidays
  • Hybrid Working: Flexible working arrangements to suit your needs
  • Income Protection: Comprehensive protection for your income
  • Charity Days: Three paid charity days per year
  • Private Medical: Access to private medical insurance after two years of service
  • Profit Share: Opportunity to share in the firm's profits
  • Life Assurance: Four times your pensionable salary in life assurance
  • Enhanced Sick Pay: Comprehensive sick pay scheme
  • Enhanced Maternity/Paternity Pay: Support for new parents
  • Paid Study/Exam Leave: Time off to study or take exams
  • Team Events: Regular team events and social activities
  • Free Parking and Breakfast: Convenient parking and free breakfast
  • Financial Support for Counselling: Access to financial support for counselling services
  • Subscription to Calm App: Access to the Calm App for stress management

We are proud to be one of the top 10 companies to work for in the Best Companies Top 100 List 2023 and are committed to creating a positive impact in everything we do.