Financial Planner Assistant
4 days ago
Job Title: Financial Planner Assistant
Location: London
Salary: Up to £55,000 per annum, plus bonus and benefits
About the Role:We are seeking a highly skilled and experienced Paraplanner to join our team at MBF in London. As a key member of our wealth management team, you will play a vital role in providing essential support to our financial advisors in the development and implementation of financial plans for clients.
Main Responsibilities:
- Provide research and analysis of financial products and market trends to ensure accurate and up-to-date information is available for client recommendations.
- Prepare detailed and comprehensive financial planning reports, ensuring clarity and adherence to regulatory standards.
- Engage with clients to gather necessary information and address queries related to financial plans.
- Maintain knowledge of industry regulations and compliance standards, ensuring all activities align with the relevant guidelines.
Requirements:
- Minimum of 2 years of experience as a Paraplanner within the financial services sector.
- Hold your Diploma in Financial Planning and ideally be working towards Chartered status.
- Proficient in using financial planning software and tools, with knowledge of industry regulations and compliance standards.
- Strong communication skills, both written and verbal, with the ability to explain complex financial concepts to clients.
- Collaborative approach to working within a team environment.
- Willingness to commit to the role of Paraplanner for up to 2 years with the opportunity for progression into advisory roles thereafter.
Benefits:
- Competitive salary up to £55,000 per annum.
- Performance-based bonus.
- Comprehensive benefits package.
- Hybrid working model with up to 3 days remote working.
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