Senior Financial Planning Associate

1 week ago


Manchester, United Kingdom MI Search Full time

About the Role


MI Search is currently seeking a highly skilled Senior Financial Planning Associate to join its team in Manchester. As a key member of our financial planning firm, you will work closely with experienced Independent Financial Planners to provide tailored financial solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.


Your Responsibilities



  • Prepare detailed suitability reports that cater to the unique needs of our esteemed clients.
  • Conduct comprehensive technical research to ensure the highest level of accuracy and compliance in our financial planning services.
  • Ensure all company policies and procedures are adhered to, maintaining the highest standards of regulatory compliance.

What You Need to Succeed


We are looking for a skilled professional who can:



  • Demonstrate exceptional analytical and problem-solving skills to deliver high-quality results under tight deadlines.
  • Exhibit excellent communication and interpersonal skills to effectively collaborate with colleagues and clients.
  • Show a deep understanding of financial regulations and industry best practices.

The Benefits


We offer a competitive salary range of £40,000 - £60,000 per annum, commensurate with experience, as well as opportunities for career growth and professional development.


About MI Search


At MI Search, we pride ourselves on delivering exceptional recruitment services to the financial industry. Our team of experts has a proven track record of finding top talent for leading financial institutions.



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