Chartered Paraplanner (Award winning Firm)
Cheshire
Salary up to £55,000
 
Up to 5% matched pension scheme
Up to 38 days holiday (plus bank holidays)
Hybrid working
Income protection
3 paid charity days per year
Private medical (after 2 years)
Profit share
Life assurance (4x pensionable salary)
Enhanced sick pay
Enhanced maternity/paternity pay
Paid study/exam leave plus we cover the cost of qualifications and subscriptions
Team events, inc Friday social once a month
Free parking, and Free breakfast
Financial support for counselling
Subscription to Calm App
 
We are representing a credible Firm of Chartered Independent Financial Planners who have a large presence throughout the North West region. Our Client are more than just a Chartered Financial Planning company—they an award-winning, independent firm based in the Cheshire area who have one clear purpose: making people’s lives better. Whether it’s our clients, our team, our community, or anyone who crosses our path! We believe in creating a positive impact in everything we do. 
 
Our Client are one of the top 10 companies to work for in the Best Companies Top 100 List 2023, and we’re the #2 Best Financial Services Company to work for in the UK. Plus, we’re proudly managing over £1.25bn in assets for our clients. Ready to be part of something big? This is where it all happens! 
 
Our Client pride on standing out and doing things in a unique way  planning firm and  believe that every financial plan should be unique. Our goal is to provide our clients with a life plan that empowers them to live the life they want, look after those they love and leave a powerful legacy. Within the role, you will support our financial planners whilst having day-to-day responsibility for a bank of clients. You will also be expected to proactively manage and build relationships with clients.
 
 
Duties Responsibilities

• Attend client meetings alongside the Financial Planner and create meeting minutes that accurately reflect the information gathered to fully document a client’s financial needs and objectives
• Support the Financial Planner in the delivery of complex planning strategies and solutions, managing a client bank with assets up to £100m
• Work alongside the Financial Planner to discuss the client’s circumstances and be involved in creating and implementing a financial strategy, being proactive in applying your knowledge and thinking imaginatively to solve complex problems
• Have the confidence to work closely with senior Planners, including our Founder, taking the lead on client relationships, and quickly establishing trust and rapport with both clients and senior members of the team
• Carry out research and analyse products and services that are appropriate to each client’s financial circumstances and discussing appropriate solutions with the Financial Planner
• Prepare clear investment strategy, mandate, and recommendation reports, ensuring adherence with regulatory standards for review by the Financial Planner
• Complete portfolio reviews to support the ongoing client relationship, including maintaining a client file review system to regularly assess client holdings and changing financial priorities
• Be responsible for ensuring that recommendations are fully implemented in a timely manner
• Be a technical expert and have a passion for developing and mentoring junior members of the team, being a ‘go-to person’ for any questions, and offering exam support
• Effectively use research and planning systems such as Analytics, O&M, Voyant, Papercloud and wrap platforms such as Nucleus
• Maintain up-to-date knowledge of the industry, compliance and regulatory developments
• Work in line with the requirements of the Consumer Duty legislation to achieve the best outcomes for our client

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.