Financial Planning Specialist

2 days ago

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

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 responsible for providing financial planning, analytical tasks, investment management, and finance-related activities on a day-to-day basis.

Key Responsibilities
  • Financial Planning and Analysis: Develop and implement financial plans, analyze financial data, and provide recommendations to stakeholders.
  • Investment Management: Manage investment portfolios, conduct research, and make informed investment decisions.
  • Report Writing: Prepare and present financial reports, including investment performance and financial analysis.
  • Finance-Related Activities: Perform various finance-related tasks, such as budgeting, forecasting, and financial modeling.
Requirements
  • Financial Planning and Analytical Skills: Strong financial planning and analytical skills, with the ability to analyze complex financial data and provide recommendations.
  • Investment Management and Finance Knowledge: In-depth knowledge of investment management and finance, including financial markets, instruments, and regulations.
  • Report Writing Proficiency: Excellent report writing skills, with the ability to present complex financial information in a clear and concise manner.
  • Strong Attention to Detail and Accuracy: Strong attention to detail and accuracy, with the ability to maintain high-quality work standards.
  • Excellent Communication and Interpersonal Skills: Excellent communication and interpersonal skills, with the ability to work collaboratively with stakeholders.
  • Relevant Industry Certifications: Relevant industry certifications, such as CFP or CFA, are a plus.
  • Bachelor's Degree in Finance, Economics, or Related Field: A bachelor's degree in finance, economics, or a related field is required.

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