Brooks Macdonald Group plc is seeking a Paraplanner to provide technical support to financial consultants and administration staff, and to create in-depth investment reports for clients while conducting research.
You will prepare pre-investment packs for Financial Consultants, produce market research reports to keep investments competitive, and maintain relationships with investment providers, all while adhering to FCA Conduct Rules. Flexible working with 3 days in the office weekly is offered.
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Paraplanner – Investment Reporting & Research (Hybrid) in Altrincham employer: Brooks Macdonald Group
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and ambition. Located in London, employees benefit from a strong local presence and the opportunity for professional growth within one of the UK's leading wealth management firms. With a commitment to high performance and client service, team members are rewarded for their contributions while enjoying flexible working arrangements that promote a healthy work-life balance.
