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Wealth Management Support

1 month ago

Gosforth, United Kingdom MI Search Full time

At MI Search, we are seeking a Wealth Management Support professional to join our team in Newcastle.

In this role, you will collaborate closely with financial planners to provide comprehensive solutions to high net worth clients.

Your responsibilities will include preparing suitability reports, conducting technical research, and ensuring adherence to our policies and procedures.

Career Advancement Opportunities:

  • Training to become a financial planner
  • Opportunities for career growth and development

Remuneration: This position comes with a basic salary up to £45,000, as well as additional benefits.