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Financial Planning Associate
2 months ago
At mbf., we're seeking a talented Financial Planning Associate to join our expert team. As a key member of our corporate financial planning services, you'll have the opportunity to work alongside industry experts in providing financial advice to corporate clients.
With a strong emphasis on the Independent Schools sector, our client is renowned for delivering tailored solutions and exceptional client service. As a Financial Planning Associate, you'll be responsible for offering expert guidance on workplace pensions and benefits, ensuring clients' needs are met with precision and professionalism.
Key Responsibilities:
- Provide comprehensive financial planning solutions to corporate clients, focusing on non-regulated areas.
- Collaborate with regulated financial planners to achieve revenue targets and foster a culture of excellence.
- Stay up-to-date with legislative changes and industry developments, applying this knowledge to deliver comprehensive solutions.
- Foster and maintain strong client relationships, driving client retention and identifying opportunities for growth.
Essential Requirements:
- DipPFS/Level 4 qualified with technical knowledge of DC pensions, financial planning, or working within an employee benefit consultancy.
- Previous experience in a similar role, demonstrating a track record of success in working with private or corporate clients.
- Exceptional customer service and sales skills, with a proven ability to build and maintain client relationships.
- Strong communication and presentation abilities, enabling effective engagement with stakeholders at all levels.
On Offer:
- Competitive salary to £47,000.
- Hybrid/Flexible working.
- 28 days holiday plus bank holidays.
- Bonus.
- Other fully comprehensive benefits.
A first-class opportunity for a Paraplanner or up-and-coming Financial Planner to progress their career with a clear route into a personal Financial Planner role within a highly reputable City-based Practice.
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