Finance Planning Associate

1 week ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom MI Search Full time

Key Responsibilities:

  • Providing holistic financial planning solutions to high net worth clients.
  • Preparing suitability reports and technical research.
  • Ensuring compliance policies are adhered to.

About the Role:

MI Search is seeking a paraplanner to join its team in Newcastle, working closely with financial planners to deliver financial planning solutions.

What You'll Need:

  • Strong technical skills and knowledge of financial planning.
  • Excellent communication and interpersonal skills.

The Ideal Candidate:

MI Search is looking for a highly skilled and motivated individual to join its team. If you have a passion for financial planning and excellent communication skills, we'd love to hear from you.



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