Altrincham, England, United Kingdom · Hybrid
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-qualit…
Skills: Investment Reporting, Financial Planning, Market Research, Technical Support, Portfolio Analysis
Altrincham, England, United Kingdom · Hybrid
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-qualit…
Skills: Financial Planning, Client Relationship Management, Technical Research, Suitability Report Drafting, CRM Management
London, England, United Kingdom · Hybrid
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-qualit…
Skills: Wealth Management, Investment Management, Client Relationship Management, KYC Data Management, Portfolio Administration
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The Paraplanner provides technical support to financial consultants and administration staff. Key duties include creating investment reports, preparing pre-investment packs, and conducting market research.
Candidates must have at least two years of experience as a Paraplanner and hold or be working towards a Level 4 Financial Planning Diploma. Knowledge of investment products and the ability to handle complex financial planning solutions are required.
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We offer fulfilling careers in an inclusive culture that values diversity, ambition and rewards high performance.
Our values (we call them our guiding principles) underpin our culture and are at the heart of everything we do:
we do the right thing
we are connected
we care
we make a difference
We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring good outcomes for our clients.
The Paraplanner is responsible for providing technical support to financial consultants and administration staff. The individual will also create and compile investment reports for new and existing clients, and undertake research.
Role Responsibilities
Knowledge, Skills and Experience
We value different ways of working and actively promote flexible working across our business. Collaboration is important to us as a firm, with employees required to be in the office 3 days a week, and each team having a core in-office day per week.
We’re committed to promoting equal employment opportunities and positively encourage applications from suitably qualified candidates regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Provider of investment management services. Follow for investment insights & market updates for advisers & paraplanners.
At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit our mutual clients. These include private investors, trusts, charities, pension funds and institutions. Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.
Offices: 40 Leadenhall Street, London, England EC3A 2BJ, GB · 80 Hanover Street, 2nd Floor Suite, Hobart House, Edinburgh, Scotland EH2 1EL, GB · 1 Grosvenor Square, Mountbatten House, Southampton, England SO15 2JU, GB · 24 Mount Street, Manchester, England M2 3NX, GB · 37 Temple Street, Somerset House, Birmingham, England B2 5DP, GB
Provider of investment management services. Follow for investment insights & market updates for advisers & paraplanners.
At Brooks Macdonald, our aim is to enhance our clients’ wealth through the provision of our investment solutions. We seek to build trusting relationships founded on the professionalism of our people, who are selected for their ability to relate to clients, analytical skills, outlook and drive. Our employees have allowed us to instil a culture that supports consistency in every aspect of our business. Together with our transparent investment process, this allows us to partner with professional advisers to complement their services and benefit our mutual clients. These include private investors, trusts, charities, pension funds and institutions. Investing carries risk. Investment means that your capital is at risk and that there is no certainty that you will receive your capital back or that a positive return on your investment will be made. Past performance is no guide to future performance. There is no guarantee that the tax efficient nature of any investment will remain. Investment may not be suitable for everybody and potential investors should take their own independent advice.
Offices: 40 Leadenhall Street, London, England EC3A 2BJ, GB · 80 Hanover Street, 2nd Floor Suite, Hobart House, Edinburgh, Scotland EH2 1EL, GB · 1 Grosvenor Square, Mountbatten House, Southampton, England SO15 2JU, GB · 24 Mount Street, Manchester, England M2 3NX, GB · 37 Temple Street, Somerset House, Birmingham, England B2 5DP, GB
