Financial Planning Support Specialist

7 days ago


Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time

**About the Role**

MI Search Ltd is seeking an experienced paraplanner to join their team in a national IFA firm with offices across the UK. As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.

**Key Responsibilities**

  • Preparing suitability reports and technical research
  • Ensuring compliance with policies and procedures
  • Supporting financial advisers in providing financial planning solutions

**What We Offer**

Basic salary up to £40,000 and benefits, as well as support for technical qualifications and skills development. This includes the potential to progress towards being a financial planner.

**Requirements**

We are looking for a paraplanning professional with experience and ideally CII Level 4 Diploma qualified or near to achieving this. You should be keen to study further qualifications and have a strong understanding of financial planning principles.



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