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Financial Planning Associate

2 months ago

Solihull, Solihull, United Kingdom mbf Full time £35,000
Unlock Your Potential in Wealth Management

At MBF Recruitment, we're proud to represent a dynamic wealth management business in Solihull, backed by an international Investment Manager. Our client offers a unique opportunity for a Paraplanner to join their team and contribute to the growth and success of the business.

Key Responsibilities:
  • Draft comprehensive and accurate financial planning suitability reports for a variety of client needs.
  • Collaborate closely with advisors to provide tailored financial solutions.
  • Conduct 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 flexible working arrangement, with only one day per week required in the office for team meetings.
  • Opportunities for growth and advancement in a dynamic and supportive work environment.

If you're a motivated and enthusiastic individual with a passion for financial planning, we encourage you to apply for this exciting opportunity. Please submit your application, and we'll be in touch to discuss further.