Paraplanning and Advisory Lead

4 weeks ago


Manchester, United Kingdom Medlock Partners Ltd Full time
Paraplanning and Advisory Lead Opportunity
Medlock Partners Ltd is seeking an accomplished Paraplanning Manager to take on a leadership role in our Stockport office. With a competitive salary up to £60,000 and a range of benefits, including 26 days holiday, flexible working hours, and group life scheme benefits, this position offers a rewarding career path.

Key Responsibilities
- Support the team in conducting research and analysis
- Foster strong relationships with Financial Planners and Paraplanners
- Develop and maintain in-depth knowledge of Holistic Financial planning
- Apply expertise in Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments

What We Offer
- Salary: Up to £60,000 per annum
- Holiday: 26 days per year
- Flexible working hours
- Group life scheme benefits

About Our Firm
Medlock Partners Ltd is a leading provider of financial services, committed to delivering exceptional results and building lasting relationships with our clients.

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