Financial Planning Specialist

1 week ago

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

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, you will be part of a team that provides bespoke advice in collaboration with trusted professional associates in family law and tax planning.

Key Responsibilities

This is a full-time on-site role that involves financial planning, analytical tasks, investment management, finance-related activities, and report writing on a day-to-day basis. You will be responsible for providing high-quality support to the financial planning team, ensuring accurate and timely completion of tasks, and maintaining strong relationships with clients and colleagues.

Requirements

To be successful in this role, you will need to possess strong financial planning and analytical skills, investment management and finance knowledge, report writing proficiency, and excellent communication and interpersonal skills. Relevant industry certifications, such as CFP or CFA, are a plus. A Bachelor's degree in Finance, Economics, or a related field is also required.

What We Offer

As a Financial Paraplanner at MDG Professional, you will have the opportunity to work in a dynamic and supportive team environment, develop your skills and expertise, and contribute to the success of the company.

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