Financial Planning Professional

7 hours ago


Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time
Company Overview

Medlock Partners Ltd is a leading Firm of Independent Financial Planners, renowned for providing bespoke financial advice to their clients. Their progressive and buoyant nature has led to ongoing growth and recent promotions, resulting in an excellent opportunity for an aspiring Paraplanner to join their organisation.

Salary and Benefits

The successful candidate can expect a salary up to £40,000, dependent on experience. In addition to a competitive salary, benefits include additional days off, flexible working hours, fresh fruit delivery, and 26 days holiday, increasing by one day every two years of service.

Job Description

As a Paraplanner at Medlock Partners Ltd, you will work closely with a team of experienced professionals to present bespoke suitability reports. Your duties will include supporting Consultants in research and analysis, preparing accurate financial plans and suitability reports, and having a full understanding of Holistic Financial planning.

Required Skills and Qualifications

To be successful in this role, you will need:

  • Experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds, and higher risk investments.
  • A thorough understanding of Holistic Financial planning and the ability to query consultants.
  • Continuous professional development to meet regulatory requirements and personal development needs.


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