Financial Planning Professional
3 weeks ago
MI Search is seeking a Financial Planning Professional to work closely with financial planners in Newcastle, providing holistic solutions to high net worth clients.
This role involves preparing suitability reports, conducting technical research, and ensuring compliance with policies and procedures.
A key aspect of this position is career progression and training to become a financial planner.
Key Responsibilities:
- Preparation of suitability reports
- Conducting technical research
- Ensuring compliance with policies and procedures
Salary Details: This position offers a basic salary up to £45,000 per annum, with additional benefits.
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Gosforth, United Kingdom CV-Library Full timeEducated Appointments are thrilled to be supporting an education provider in the North East of England to recruit a Financial Services Apprenticeship Tutor on a part-time basis. Working 2 days per week (potentially more in the future), the Financial Services Apprenticeship tutor would be responsible for delivering the below apprenticeship standards to...
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Clinical Lead
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