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Experienced Financial Planning Specialist

2 months 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, you will be part of a team that provides bespoke advice in collaboration with trusted professional associates in family law and tax planning.

Key Responsibilities

This is a full-time on-site role that involves financial planning, analytical tasks, investment management, finance-related activities, and report writing on a day-to-day basis. You will be responsible for:

  • Financial planning and analytical skills to support the team
  • Investment management and finance knowledge to drive business growth
  • Report writing proficiency to communicate complex ideas
  • Strong attention to detail and accuracy to ensure high-quality work
  • Excellent communication and interpersonal skills to collaborate with the team
  • Ability to work collaboratively in a team environment to achieve business objectives
  • Relevant industry certifications (e.g., CFP, CFA) is a plus
  • Bachelor's degree in Finance, Economics, or related field
What We Offer

As a Financial Paraplanner at MDG Professional, you will have the opportunity to work with a dynamic team, develop your skills, and contribute to the growth of the business.