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Paraplanner - IFA Practice - Marlborough

2 months ago

Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time

Job Summary:

MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.

Key Responsibilities:

  • Work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.
  • Prepare suitability reports, conduct technical research, and ensure compliance with all relevant policies and procedures.
  • Support the development of technical qualifications and skills in the role, with the potential to progress towards becoming a financial planner.

Requirements:

  • Proven experience as a paraplanner, ideally with a CII Level 4 Diploma qualification or near completion.
  • Keenness to study further qualifications and develop skills in the role.
  • Basic salary up to £40,000 and benefits.