At a Glance
- Tasks: Prepare detailed suitability reports and support Financial Planners in wealth management.
- Company: MI Search Ltd, a leading firm in Manchester City Centre.
- Benefits: Hybrid working, ongoing training, and professional development opportunities.
- Other info: Gain exposure to pension, investment, tax, and trust planning.
- Why this job: Join a dynamic team and make a real impact on HNW clients' financial futures.
- Qualifications: CII Level 4 Diploma (or equivalent) and strong report-writing skills required.
The predicted salary is between 35000 - 42000 £ per year.
MI Search Ltd in Manchester City Centre is seeking an experienced Paraplanner to join its established team on a hybrid basis.
You will work closely with Financial Planners, preparing detailed suitability reports and contributing to sophisticated wealth management for HNW clients.
The role offers exposure to pension, investment, tax and trust planning, with ongoing training and CPD.
A CII Level 4 Diploma (or equivalent) and strong report-writing skills are essential.
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Hybrid Paraplanner for HNW Wealth Planning & Growth employer: MI Search Ltd
Join a prestigious London-based financial planning firm that values its employees and fosters a collaborative work culture. With a focus on professional development, you will have ample opportunities to grow your skills while working with a discerning High-Net-Worth and Ultra-High-Net-Worth client base. Enjoy the benefits of a hybrid working model, competitive salary, and the chance to make a meaningful impact in the financial planning process.
