Financial Planning Specialist

2 days ago


Swindon, Swindon, United Kingdom mbf. Full time
Company Overview

Mbf are working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit an experienced and qualified Paraplanner.

Salary

The role comes with a basic salary up to £50,000, accompanied by an excellent bonus structure.

Job Description

The position involves providing thorough technical support to a Senior Financial Planner/Director, conducting in-depth analysis of client financial situations and goals, and developing comprehensive financial plans. You will collaborate with financial advisors and clients to gather necessary information and documents, ensuring accuracy and completeness of data. This will include writing client reports and detailed suitability letters within agreed timescales/quality standards.

You will also conduct research on products, market trends, and regulatory changes to stay informed and provide up-to-date advice to clients and advisors. Furthermore, you will work closely with Financial Planners on a daily basis to enhance your technical knowledge and skills through professional development.



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