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.
#J-18808-LjbffrHybrid 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.
