Junior Financial Planning Assistant
2 days ago
Job Summary:
We are seeking a highly motivated and detail-oriented Junior Paraplanner to join our team at mbf. in Central London. As a Junior Paraplanner, 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 the preparation of suitability reports and other technical documents.
- Conduct research and analysis to support the development of investment strategies for clients.
- Assist in the review and maintenance of client files and records.
- Develop and maintain strong relationships with clients and internal stakeholders.
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.
What We Offer:
mbf. offers a dynamic and supportive work environment, with opportunities for professional growth and development. Our team is committed to delivering exceptional service to our clients, and we are looking for someone who shares our values and is passionate about making a difference in the financial planning industry.
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