Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a paraplanner, supporting financial planners with HNW and UHNW clients.
- Company: Be part of a leading financial planning arm of a major accountancy practice in Newcastle.
- Benefits: Enjoy a competitive salary up to £45,000 and opportunities for career progression.
- Why this job: This role offers a pathway to becoming a financial planner while enhancing your technical skills.
- Qualifications: Must have CII Level 4 Diploma, strong knowledge in tax, trusts, and pensions, plus paraplanning experience.
- Other info: Ideal for those eager to advance their career in a supportive environment.
The predicted salary is between 36000 - 60000 £ per year.
This financial planning arm of a major accountancy practice is currently seeking a paraplanner to join its team in Newcastle. Working as a paraplanner you will work very closely with the Financial Planners in providing holistic financial planning solutions to HNW and UHNW clients. You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to. This is an excellent role for anyone wanting to work in an environment where continual technical and career progression can be achieved. A route to being a financial planner from this role is possible. You must have strong tax, trusts and pensions knowledge, have paraplanning experience and be CII Level 4 Diploma qualified and keen to study further qualifications. Basic salary up to £45,000 and benefits JBRP1_UKTJ
MI Search | Paraplanner | newcastle-upon-tyne, tyne and wear employer: MI Search
Contact Detail:
MI Search Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land MI Search | Paraplanner | newcastle-upon-tyne, tyne and wear
✨Tip Number 1
Make sure to network with professionals in the financial planning industry, especially those who are already working as paraplanners or financial planners. Attend local finance-related events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Stay updated on the latest trends and regulations in tax, trusts, and pensions. This knowledge will not only help you in your role but also demonstrate your commitment to continuous learning and professional development during interviews.
✨Tip Number 3
Consider reaching out to current employees at the company through LinkedIn. Ask them about their experiences and any tips they might have for applying. This can give you valuable insights into the company culture and what they look for in candidates.
✨Tip Number 4
Prepare to discuss specific examples of your paraplanning experience during interviews. Highlight how you've contributed to creating suitability reports and ensuring compliance, as this will show your practical knowledge and readiness for the role.
We think you need these skills to ace MI Search | Paraplanner | newcastle-upon-tyne, tyne and wear
Some tips for your application 🫡
Understand the Role: Make sure you fully understand the responsibilities of a paraplanner in a financial planning environment. Highlight your experience with suitability reports, technical research, and compliance policies in your application.
Showcase Your Qualifications: Clearly mention your CII Level 4 Diploma qualification and any additional qualifications you are pursuing. This demonstrates your commitment to professional development and aligns with the company's expectations.
Highlight Relevant Experience: Detail your previous paraplanning experience, especially in relation to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. Use specific examples to illustrate your expertise in tax, trusts, and pensions.
Tailor Your Application: Customize your CV and cover letter to reflect the specific requirements mentioned in the job description. Use keywords from the listing to ensure your application stands out to recruiters.
How to prepare for a job interview at MI Search
✨Showcase Your Technical Knowledge
Make sure to highlight your strong understanding of tax, trusts, and pensions during the interview. Prepare specific examples from your past experience that demonstrate your expertise in these areas.
✨Prepare for Suitability Reports
Since you'll be responsible for preparing suitability reports, practice discussing how you approach this task. Be ready to explain your process for ensuring compliance with policies and procedures.
✨Express Your Career Ambitions
This role offers a pathway to becoming a financial planner, so be open about your career goals. Discuss your eagerness to pursue further qualifications and how you see yourself growing within the company.
✨Demonstrate Team Collaboration Skills
As you'll be working closely with Financial Planners, emphasize your ability to collaborate effectively. Share examples of how you've successfully worked in a team to achieve common goals in your previous roles.
