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.
Paraplanner – Investment Reporting & Research (Hybrid) in Altrincham employer: Brooks Macdonald
Brooks Macdonald Group plc is an exceptional employer, offering a dynamic and inclusive work culture that prioritises diversity and high performance. With a strong commitment to employee growth through structured study pathways and funded qualifications, we empower our Trainee Financial Planners to develop their skills while contributing to meaningful client outcomes. Located in the UK, our firm not only leads in wealth management but also champions sustainability, making it a rewarding place for those passionate about responsible investing.
