Compliance and Advice Assistant

3 weeks ago


Bath, Bath and North East Somerset, United Kingdom mbf Full time
Key Responsibilities
  • To provide technical support to Chartered Financial Planners and Financial Planners, including researching and preparing case files, drafting reports, and conducting presentations.
  • To work closely with financial planners to identify opportunities for business growth and develop strategies to achieve these goals.

Our ideal candidate will have a Diploma in Regulated Financial Planning (CII Level 4) as a minimum and be working towards Chartered status or holding additional qualifications. We offer a competitive package, including a pension scheme, private medical insurance, generous holiday entitlement, group income protection, health cash plans, and life cover.

We value flexibility and offer a hybrid working model, with 2 days in the office and 3 days working from home.



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