Jobs from MI Search Ltd

This national IFA firm, with a highly client centric approach to financial planning is currently seeking a financial planning administrator to work as part of their team in their Sheffield office. In this role you will undertake tasks including inputting new business applications and following these cases through to completion; processing investment and pension withdrawals; providing technical sup

This respected national IFA firm is currently seeking an experienced financial adviser in the Glasgow area to take over an established portfolio of clients. In addition to servicing this portfolio of clients, you work with a joint venture that provides a source of new client referrals. In this role you will be provided with an established client portfolio to service and also administration and par

This respected national IFA firm is currently seeking an experienced financial adviser in the Norwich area to take over an established portfolio of clients. In addition to servicing this portfolio of clients, you work with a joint venture that provides a source of new client referrals. In this role you will be provided with an established client portfolio to service and also administration and par

This respected national IFA firm is currently seeking an experienced financial adviser in Southend-on-Sea to take over an established portfolio of circa £250k recurring income. In this role you will be provided with an established client portfolio to service and also administration and paraplanning support. You must be an experienced financial adviser who is Level 4 Diploma status (CII or equivale

Our client who are a combined wealth planning, accountancy, tax and legal advisory business with multiple offices across Yorkshire are currently seeking a senior paraplanner to work in their Sheffield office. Working as a paraplanner you will prepare suitability reports across all areas of financial advice, including VCT's, EIS, Trusts. The role will also involve mentoring of less experienced staf

This national wealth management firm is currently seeking a Paraplanner / Trainee IFA to join its expanding financial planning team in York. Initially in this role, you will work as part of the paraplanning team, supporting the existing advisers, the role will then develop towards being a hybrid role, being both a paraplanner and working towards authorisation as an adviser. You must be a level 4 q

One of the UK's largest and most successful investment / wealth management firms which specialise in providing true holistic financial advice to HNW & UHNW clients are looking to recruit a paraplanner to work out of their office in Exeter. In this role you will work very closely with financial planners in providing complex wealth management solutions to HNW and UHNW clients, conducting technical r

This financial planning arm or a regional accountancy practice is currently seeking a paraplanner to join its team in their York office (hybrid working). Working as a paraplanner you will work very closely with the Independent Financial Planners in providing holistic financial planning solutions to HNW clients. You will be responsible for preparing suitability reports, technical research and ensur