Brooks Macdonald Group is seeking a Paraplanner in Altrincham to provide technical support to financial consultants and staff. You will create investment reports and market research, and prepare pre-investment packs to back recommendations.
The role requires a Financial Planning Diploma (Level 4) and at least two years’ paraplanning experience, with knowledge of investments and complex planning solutions, including vulnerable client needs. Hybrid working encouraged.
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Wealth Paraplanner: Investment Reporting & Strategic Support 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.
