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Paraplanner - IFA Practice - Marlborough

2 months ago


Marlborough, Wiltshire, United Kingdom MI Search Ltd Full time

**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. The successful candidate will work in the Marlborough office, with the possibility of hybrid working.

**Key Responsibilities**

As a paraplanner, you will work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients. Your key responsibilities will include:

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

**Career Development**

The firm will provide support for technical qualifications and skills development, with the potential to progress towards becoming a financial planner.

**Requirements**

To be successful in this role, you will need:

  • Paraplanning experience
  • CII Level 4 Diploma qualification or near completion
  • Keenness to study further qualifications

**Benefits**

The basic salary for this role is up to £40,000, with additional benefits.