Experienced Financial Planning Specialist

2 days 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 at MDG Professional in Aylesbury, you will be responsible for financial planning, analytical tasks, investment management, finance-related activities, and report writing on a day-to-day basis.

Key Responsibilities

  • Develop and implement financial plans for clients, utilizing analytical skills and investment management expertise.
  • Conduct financial analysis and provide recommendations to support investment decisions.
  • Prepare and present reports to stakeholders, ensuring accuracy and attention to detail.
  • Collaborate with the team to achieve business objectives and provide exceptional client service.
  • Possess strong communication and interpersonal skills, with the ability to work effectively in a team environment.
  • Hold relevant industry certifications, such as CFP or CFA, and a Bachelor's degree in Finance, Economics, or a related field.

What We Offer

As a Financial Paraplanner at MDG Professional, you will have the opportunity to work in a dynamic and supportive environment, with a focus on delivering exceptional client service and achieving business success.

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