Paraplanning Manager
Stockport
Salary up to £60,000 (Experience dependant) 
26 days holiday, you acquire 1 day for 2 years of service. 
You will receive an additional days leave on your Birthday The option to buy and sell holidays. Group Life Scheme Hybrid working 
Flexible working hours
 
Our client is a highly progressive and buoyant Firm of Independent Financial Planners who maintain an excellent relationship for providing bespoke Financial Advice to their Clients.   As a result of ongoing growth and recent promotions an excellent opportunity has become available for an experienced Paraplanner to join their thriving business and fully lead a Team of
 
Responsibilities:
 

• Supporting the Paraplanners in research and analysis to meet client needs and objectives.
• Have a full understanding of Holistic Financial planning and be comfortable querying Financial Planners and Paraplanners.
• 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 Operations and Compliance committees.
• 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 team workflow and delivery against set standards.
• 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 Relationship Team (CRT), assisting with product specific, technical and compliance-based queries. Working with CRT and manager to ensure advice is implemented accurately and compliantly.
• Improving research and suitability report processes and templates.
• Continually update the Director of operations and the board on the team workload position, resource needs and improvements in design.

Please do not hesitate to apply or to get in contact should you have any questions in relation to This Vacancy.  
 
Medlock Partners are a professional services recruitment specialist operating across the Northwest of England. We are proud to be an equal opportunities employer and encourage applications from candidates of all backgrounds and circumstances, including minorities and those with disabilities. Please note our advertisements use years’ experience and salary levels purely as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. If you do not hear from us within 48 hours, please assume that your application has been unsuccessful on this occasion.