Senior Financial Planning Manager
4 weeks ago
Medlock Partners Ltd is a leading financial services firm seeking a skilled Paraplanning Manager to join our team in Stockport. With a salary up to £60,000 (dependent on experience), this role offers a competitive compensation package including 26 days holiday, flexible working hours, and group life scheme benefits.
Job Summary
We are looking for a highly motivated Paraplanning Manager to support our team in research and analysis, ensuring seamless client experiences and meeting objectives. The ideal candidate will possess in-depth knowledge of Holistic Financial planning and be comfortable collaborating with Financial Planners and Paraplanners.
Key Responsibilities
* Provide exceptional support to Paraplanners in research and analysis
* Develop a comprehensive understanding of Holistic Financial planning
* Build strong relationships with Financial Planners and Paraplanners
* Utilize expertise in Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments
* Engage in continuous professional development
Benefits
* Salary: Up to £60,000 per annum
* Holiday: 26 days per year
* Flexible working hours
* Group life scheme benefits
About Us
At Medlock Partners Ltd, we value our employees' growth and well-being. We offer a dynamic work environment that fosters collaboration, innovation, and excellence.
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