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Financial Planning Assistant

2 months ago

Guildford, Surrey, United Kingdom mbf Full time
Job Opportunity

**Financial Planning Assistant**

We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at MBF Recruitment. As a key member of our organization, you will play a vital role in supporting our clients and contributing to our continued success.

Key Responsibilities:

  • Collaborate with Chartered Financial Planners to create comprehensive financial reports and provide valuable support in developing tailored investment strategies.
  • Utilize your expertise in financial products to deliver exceptional client experiences and ensure seamless service delivery.
  • Assist in the development of financial plans and investment recommendations that meet the unique needs of our clients.

Requirements:

  • Diploma-level qualifications in a relevant field, with a strong understanding of financial products and industry regulations.
  • Chartered status or active pursuit of this advanced certification is highly desirable.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.

What We Offer:

  • A competitive salary and comprehensive benefits package, including private medical insurance, permanent health insurance, and a generous holiday allowance.
  • The opportunity to work with a leading national wealth and investment management organization, with a strong commitment to excellence and client satisfaction.
  • A dynamic and supportive work environment, with flexible working arrangements and opportunities for professional growth and development.