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Financial Planning Assistant

2 months ago

Solihull, Solihull, United Kingdom mbf Full time £35,000

Job Summary:

We are seeking a highly motivated and detail-oriented Financial Planning Assistant to join our team at MBF Recruitment. As a key member of our wealth management business, you will play a crucial role in supporting our advisors in providing tailored financial solutions to our clients.

Key Responsibilities:

  • Drafting comprehensive and accurate financial planning suitability reports for a variety of client needs.
  • Collaborating closely with advisors to provide tailored financial solutions.
  • Conducting in-depth research and analysis to support client recommendations.

Requirements:

  • Strong report writing capabilities for all types of financial planning suitability reports.
  • Relevant financial planning qualifications such as the Level 4 Diploma or progress towards them.

What We Offer:

  • A competitive salary of around £35,000 per annum, plus a discretionary bonus (of £3-4K) and benefits.
  • A dynamic and supportive work environment that encourages professional development and success.
  • Opportunities for growth and advancement in a business with ambitious plans to double in size over the next three years.

Working Arrangements:

We offer a hybrid working arrangement, with a minimum of one day per week required in the office for team meetings. This allows for a great balance between remote work and face-to-face collaboration.