Financial Planning Assistant

2 weeks ago


Guildford, Surrey, United Kingdom mbf. Full time
Financial Planning and Investment Management Role

Mbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a skilled professional to support their team.

About the Role

The successful candidate will assist senior financial planners in preparing detailed financial plans and reports, conducting research on financial products and investment strategies, and analysing client portfolios to provide recommendations.

Key Responsibilities
  • Support the preparation of financial plans and reports for clients.
  • Conduct research on financial products and investment strategies to inform recommendations.
  • Analyse client portfolios to identify opportunities for growth and improvement.
  • Maintain accurate and up-to-date client records and financial data.
  • Ensure compliance with regulatory requirements and company policies.
Requirements

The ideal candidate will have a strong understanding of financial planning and investment management principles, excellent analytical and communication skills, and the ability to work effectively in a team environment.



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