Senior Financial Planning Coordinator

2 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Medlock Partners Ltd Full time
Company Overview

Medlock Partners Ltd is a progressive and buoyant Firm of Independent Financial Planners, renowned for providing exceptional bespoke Financial Advice to clients.

Salary

The successful candidate can expect a salary up to £45,000 per annum, depending on experience.

Job Description
  • Supporting Consultants: Collaborate with a team of Paraplanners and Financial Planners to deliver high-quality suitability reports.
  • Preparing Financial Plans: Assist in researching and analysing client needs to meet objectives.
Required Skills and Qualifications
  • Financial Knowledge: Possess a comprehensive understanding of holistic financial planning and be comfortable querying consultants.
  • Experience: Proven experience in dealing with various aspects of advice, including Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments.
Benefits

This role offers excellent benefits and opportunities for career progression within the organisation.



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