Financial Planning Assistant

5 days ago


Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time
About the Role

We are a leading independent financial planning firm based in Stockport, seeking a skilled Financial Planning Assistant to support our consultants in providing high-quality financial advice to clients.

Company Overview

Our company prides itself on its progressive approach to financial planning, delivering bespoke solutions that meet the unique needs of our clients.

Key Responsibilities
  • Assist consultants in preparing comprehensive financial plans and suitability reports.
  • Support in conducting research and analysis to identify client requirements.
  • Develop and maintain strong relationships with clients and internal stakeholders.
Benefits and Salary

This exciting opportunity offers a competitive salary of £40,000 per annum (dependent on experience), alongside a range of benefits including flexible working hours, daily fresh fruit delivery, and a generous holiday entitlement.


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