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Financial Planning Assistant

2 months ago

Guildford, Surrey, United Kingdom mbf Full time £55,000

Job Summary:

We are seeking a highly skilled and experienced Financial Planning Assistant to join our team at MBF Recruitment. As a key member of our organization, you will be responsible for providing exceptional support to our clients in the Wealth and Investment Management sector.

Key Responsibilities:

  • Collaborate with Chartered Financial Planners to create comprehensive and insightful financial reports.
  • Leverage your expertise in various financial products to provide valuable support to our clients.
  • Assist in developing tailored investment strategies to meet the unique needs of our clients.
  • Develop a robust understanding of financial products and industry regulations to ensure compliance and excellence in service delivery.
  • Utilize exceptional report writing skills to communicate complex financial information in a clear and concise manner.

Requirements:

  • Exceptional analytical and problem-solving skills.
  • Strong understanding of financial products and industry regulations.
  • Excellent communication and interpersonal skills.
  • Ability to work effectively in a team environment.
  • Strong attention to detail and organizational skills.

What We Offer:

  • A competitive salary and comprehensive benefits package.
  • The opportunity to work with a leading National Wealth and Investment Management organization.
  • A dynamic and supportive work environment.
  • The chance to develop your skills and expertise in a rapidly evolving industry.

How to Apply:

Please submit your application, including your resume and a cover letter, to MBF Recruitment. We look forward to hearing from you.