Holistic Financial Advisor

3 days ago


Wilmslow, Cheshire East, United Kingdom Medlock Partners Ltd Full time
Key Responsibilities
  • Collaborate with Consultants to gather and analyze data, driving informed decision-making.
  • Assist in developing comprehensive financial plans and suitability reports that meet client expectations.
  • Possess a deep understanding of Holistic Financial planning principles and be able to effectively communicate with consultants.
  • Demonstrate experience in various aspects of advice, including Inheritance Tax Planning, Trusts, Bonds, and higher-risk investments like EIS/VCT/BPR.
  • Maintain continuous professional development to stay up-to-date with regulatory requirements and personal growth.


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