Junior Financial Planning Assistant
4 days ago
Job Summary:
We are seeking a highly motivated and detail-oriented Junior Financial Planning Assistant to join our team at mbf. in Central London. As a Junior Financial Planning Assistant, you will play a crucial role in supporting our Wealth Planners in providing bespoke and complex advice to high net worth individuals and families.
Key Responsibilities:
- Support Wealth Planners in preparing suitability reports and other technical documents
- Assist in conducting research and analysis to inform investment decisions
- Develop and maintain strong relationships with clients and internal stakeholders
- Contribute to the development of new business opportunities and initiatives
Requirements:
- DipPFS qualification or close to completion
- Excellent communication and interpersonal skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong analytical and problem-solving skills
About mbf:
mbf is a leading international wealth management organization with a strong presence in Central London. We offer a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and ambitious individual looking to start your career in financial planning, we encourage you to apply for this exciting opportunity.
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