Senior Financial Services Assistant

2 weeks ago


Manchester, United Kingdom MI Search Careers Full time
Career Development Opportunity
MI Search Careers is seeking a skilled paraplanner to join its team in Manchester, offering a unique opportunity for career development and professional growth. Working closely with experienced financial planners, you will provide comprehensive financial planning solutions to high net worth and ultra-high net worth clients. Key responsibilities include preparing suitability reports, conducting technical research, and ensuring adherence to compliance policies and procedures. This role requires paraplanning/report writing experience, strong knowledge of tax, trusts, and pensions, and ideally some corporate knowledge. A CII Level 4 Diploma qualification is essential, and a willingness to pursue further qualifications is also required. The basic salary for this position is up to £46,000 per annum, complemented by a range of benefits.

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