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Paraplanner for High Net Worth Clients

2 months ago

Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom MI Search Ltd Full time

Job Summary:

MI Search Ltd is seeking a skilled Paraplanner to join our team in the Newcastle office. As a Paraplanner, you will work closely with financial planners to provide complex wealth management solutions to high net worth clients.

Key Responsibilities:

  • Conduct technical research and prepare suitability reports for high net worth clients.
  • Ensure compliance with regulatory procedures and maintain accurate records.
  • Collaborate with financial planners to develop and implement wealth management strategies.
  • Provide exceptional client service and support to high net worth clients.

Requirements:

  • Minimum Level 4 Diploma in Financial Planning (CII or equivalent).
  • Proven experience as a Paraplanner in a wealth management firm.
  • Excellent technical knowledge and research skills.
  • Strong communication and interpersonal skills.

What We Offer:

  • Competitive basic salary up to £45,000.
  • Bonus scheme and excellent benefits package.
  • Opportunities for professional development and career growth.

About Us:

MI Search Ltd is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service and support to our clients and candidates.