Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a paraplanner, supporting financial planners with reports and research.
- 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 skills.
- Qualifications: Must have CII Level 4 Diploma, paraplanning experience, and strong knowledge in tax, trusts, and pensions.
- Other info: Ideal for those eager to grow in a supportive and dynamic environment.
The predicted salary is between 36000 - 54000 £ 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 potential colleagues and learn more about the role.
✨Tip Number 2
Familiarize yourself with the latest compliance policies and procedures relevant to paraplanning. Being well-versed in these areas will not only boost your confidence but also demonstrate your commitment to adhering to industry standards during the interview process.
✨Tip Number 3
Prepare to discuss specific examples of your experience with tax, trusts, and pensions during your conversations with us. Highlighting your practical knowledge in these areas will show that you are ready to contribute effectively from day one.
✨Tip Number 4
Express your enthusiasm for continuous learning and professional development. Mention any additional qualifications you are pursuing or plan to pursue, as this aligns with our focus on career progression and will make you a more attractive candidate.
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 this financial planning environment. Highlight your relevant experience and qualifications that align with the job description.
Showcase Your Qualifications: Clearly mention your CII Level 4 Diploma and any additional qualifications you are pursuing. This will demonstrate your commitment to professional development and suitability for the role.
Detail Your Experience: Provide specific examples of your paraplanning experience, particularly in preparing suitability reports and conducting technical research. Emphasize your knowledge in tax, trusts, and pensions.
Tailor Your Application: Customize your CV and cover letter to reflect the skills and experiences that are most relevant to this position. Use keywords from the job description to make your application stand out.
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.
✨Research the Company
Familiarize yourself with the financial planning arm of the accountancy practice. Understanding their values, services, and client base will help you tailor your responses and show genuine interest in the position.
