Financial Planning Specialist

7 days ago

Aylesbury, Buckinghamshire, United Kingdom MDG Professional Full time
Job Overview

MDG Professional Services Ltd. is a specialist business within Myers Davison Ginger Ltd., directly authorized and regulated by the Financial Conduct Authority. As a Financial Paraplanner at MDG Professional, you will be responsible for providing financial planning, analytical support, and investment management services to our clients.

Key Responsibilities
  • Develop and implement financial plans for clients, taking into account their financial goals and risk tolerance.
  • Conduct financial analysis and provide recommendations to clients on investment opportunities and financial products.
  • Manage client portfolios, ensuring that investments are aligned with their financial goals and risk tolerance.
  • Prepare and present financial reports to clients, providing clear and concise information on their financial situation.
  • Collaborate with other team members to ensure seamless delivery of financial services to clients.
Requirements
  • Strong financial planning and analytical skills, with the ability to interpret complex financial data.
  • Excellent communication and interpersonal skills, with the ability to work effectively with clients and colleagues.
  • Relevant industry certifications, such as CFP or CFA, are highly desirable.
  • Bachelor's degree in Finance, Economics, or a related field.
Company Culture

At MDG Professional, we value teamwork, innovation, and customer satisfaction. We are committed to providing a supportive and inclusive work environment that allows our employees to grow and develop their skills.

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