- Supporting the Consultants in research and analysis to meet client needs and objectives.
- Supporting Consultants in preparing accurate financial plans and suitability reports.
- Have a full understanding of Holistic Financial planning and be comfortable querying consultants.
- Have experience of dealing with all aspects of advice, such as Inheritance Tax Planning, Trusts, Bonds and higher risk investment such as EIS/VCT/BPR.
- To provide support, where needed, to the Head of Operations and Compliance.
- Developing and maintaining internal relationships with various areas of the business to meet agreed targets.
- Continuous professional development to meet regulatory requirements and personal development needs.
- Managing individual workflow and delivery.
- Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally
- To provide technical guidance to the Client Services Team (CST), assisting with product specific, technical and compliance-based queries. Working with CST to ensure advice is implemented accurately and compliantly.
Back to searchParaplanner
Medlock Partners Limited
Posted 2 days ago, valid for 7 days
Leicester, Leicestershire LE8 4HQ
£38,000 - £26 per day
Full Time
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Sonic Summary
- The Paraplanner position in Stockport offers a salary of up to £38,000, depending on experience.
- The role includes 26 days of holiday, with an additional day for birthdays and the option to buy and sell holidays.
- Candidates should have industry-related experience and ideally be working towards industry-related exams or be eager to obtain the Level 4 Diploma.
- The successful candidate will support Financial Planners in preparing suitability reports and conducting research to meet client needs.
- This opportunity is with a progressive firm of Independent Financial Planners that values bespoke financial advice and continuous professional development.
