Financial Planning Professional

2 weeks ago


Manchester, United Kingdom MI Search Careers Full time
Role Overview
This esteemed financial services firm, MI Search Careers, is seeking a highly skilled paraplanner to join its team in Manchester. 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 offers an excellent opportunity for career progression and professional development, with a clear path to becoming a financial planner.

Salary and Benefits
The basic salary for this position is up to £46,000 per annum, complemented by a range of benefits.

Required Skills and Qualifications
To be successful in this role, you will need paraplanning/report writing experience, strong knowledge of tax, trusts, and pensions, and ideally some corporate knowledge. Holding the CII Level 4 Diploma qualification is essential, and a willingness to pursue further qualifications is also required.

Estimated Salary Range: £40,000 - £46,000 per annum.

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