This prominent financial planning firm, MI Search, is seeking a skilled professional to join its team in Newcastle.
The ideal candidate will work closely with Financial Planners to provide bespoke financial planning solutions to high net worth clients.
Key responsibilities include preparing detailed suitability reports, conducting thorough technical research, and ensuring all compliance policies are adhered to.
A salary of £40,000 - £60,000 per annum, depending on experience, is offered for this exciting role.
Job Requirements:
* Technical knowledge of financial planning and products
* Excellent communication and analytical skills
* Ability to work in a fast-paced environment
Benefits:
* Ongoing training and development opportunities
* Flexible working hours
* A supportive and dynamic team environment
About the Company:
MI Search is a leading provider of financial planning services. Our team is dedicated to delivering exceptional results for our clients.