Senior Support Specialist

1 day ago


Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time
Paraplanner Opportunity

Medlock Partners Ltd is a highly regarded Firm of Independent Financial Planners, offering a unique opportunity for an experienced Paraplanner to join their team. As a key member of our team, you will play a vital role in presenting bespoke suitability reports to our clients.

Responsibilities and Requirements

Your main responsibilities will include:

  • Working closely with our Consultants to prepare accurate financial plans and suitability reports.
  • Developing a full understanding of Holistic Financial planning and being able to query Consultants.
  • Having experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds, and higher risk investments.
Benefits and Salary

You will receive a competitive salary up to £40,000, dependent on experience, as well as additional benefits including additional days off, flexible working hours, fresh fruit delivery, and 26 days holiday, increasing by one day every two years of service.



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