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Paraplanner - IFA Practice

2 months ago

Huddersfield, Kirklees, United Kingdom MI Search Ltd Full time
Paraplanner Job Opportunity

MI Search Ltd is working with a national IFA firm to find an experienced paraplanner for their Huddersfield office. The ideal candidate will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.

Key Responsibilities:
  • Preparing suitability reports
  • Conducting technical research
  • Ensuring compliance with policies and procedures

The firm offers support for technical qualifications and skills, with potential for progression to financial planning roles. The successful candidate will have paraplanning experience and ideally be CII Level 4 Diploma qualified or near to achieving this.

Basic salary up to £40,000 and benefits are offered.