Financial Planning Professional

3 weeks ago


Gosforth, United Kingdom MI Search Full time

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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