MI Search Ltd

HNW Paraplanner London Hybrid Working Up to £65,000 + Discretionary Bonus + Excellent Benefits Our client is one of the UK's most respected and prestigious Investment Management and Financial Planning firms, renowned for delivering sophisticated, holistic financial planning solutions to High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families. They are seeking an experienced and technically strong Paraplanner to join their London office (hybrid working). This is an excellent opportunity to work alongside highly qualified Financial Planners, supporting complex and rewarding client cases while benefiting from a collaborative environment that actively encourages professional development and career progression. The Role As a Paraplanner, you will play a key role in supporting Financial Planners by providing technical expertise, conducting detailed research, and producing high-quality suitability reports for a wide range of complex financial planning...

Trainee Paraplanner - Home-Based Salary up to £31,000 + Benefits A highly respected financial planning firm specialising in high-net-worth clients is looking to recruit a Trainee Paraplanner to join their growing team. This is an excellent opportunity for an experienced Financial Planning Administrator who is eager to progress their career into paraplanning and develop their technical expertise within a supportive environment. The Role Working in a fully home-based position, you will receive comprehensive training and ongoing guidance as you transition into a paraplanning role. You'll be part of a close-knit, collaborative team that is committed to your professional development. Key Benefits Competitive salary up to £31,000 (depending on experience) Full support towards CII qualifications Structured training and career progression Flexible, home-based working (ideally based Yorkshire) Supportive and team-oriented culture About You Experience as a...

Financial Planning Administrator - Broadway near Evesham (Hybrid) A well-established national IFA firm is seeking an experienced Financial Planning Administrator to join its growing Wealth Planning team based in Broadway near Evesham. The Role You will provide comprehensive administrative support to a team of Independent Financial Advisers, helping to ensure the smooth and efficient delivery of financial planning services to clients. Key responsibilities include: Processing and managing Letters of Authority Preparing client valuations and quotations Processing and tracking new business applications Chasing providers and following up on outstanding cases Producing client review packs and supporting annual reviews Liaising with clients, advisers and product providers Maintaining accurate client records and ensuring regulatory compliance Requirements To be considered for this position, you should have: Previous experience as a Financial Planning Administrator within...

Employee Benefits Administrator - Group Risk Manchester Hybrid Working (3 Days Office / 2 Days Home) Salary: Up to £36,000 + Benefits A highly regarded wealth planning and employee benefits consultancy is seeking an experienced Employee Benefits Administrator to join its growing team in Manchester. This is an excellent opportunity for an administrator with experienc e in Group Risk who wants to join a supportive and professional firm offering long-term career development, hybrid working, and exposure to a diverse portfolio of corporate clients. The Role Working closely with Employee Benefits Consultants, you will provide comprehensive administration support across a range of Group Risk schemes, including: Group Life Assurance Group Income Protection Group Critical Illness Excepted Group Life Your responsibilities will include: Processing new business and scheme renewals Preparing quotations and market review documentation Liaising with insurers and providers...