Financial Planning Support Specialist
7 days ago
**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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