Paraplanner - IFA Practice - Marlborough
5 days ago
Job Summary:
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:
- Work closely with independent financial advisers to provide holistic financial planning solutions to high net worth clients.
- Prepare suitability reports, conduct technical research, and ensure compliance with all relevant policies and procedures.
- Support the development of technical qualifications and skills in the role, with the potential to progress towards becoming a financial planner.
Requirements:
- Proven experience as a paraplanner, ideally with a CII Level 4 Diploma qualification or near completion.
- Keenness to study further qualifications and develop skills in the role.
- Basic salary up to £40,000 and benefits.
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Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary: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:Work closely with independent financial advisers to provide holistic financial planning solutions to...
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Marlborough, Wiltshire, United Kingdom MI Search Ltd Full timeJob Summary: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:Work closely with independent financial advisers to provide holistic financial planning solutions to...
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