Financial Planning Assistant
3 weeks ago
Mbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a Junior Paraplanner. Our client is a reputable business that is at an exciting stage of growth, dedicated to providing first-class financial planning and investment management services to clients across the UK.
Their team of professionals is committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.
We are seeking a detail-oriented and motivated Junior Paraplanner to support senior financial planners by preparing financial reports, conducting research, and more. The successful candidate will be responsible for:
- Assisting in the preparation of detailed financial plans and reports.
- Conducting research on financial products, investment strategies, and market conditions.
- Analysing client portfolios and providing recommendations based on findings.
- Maintaining accurate and up-to-date client records and financial data.
- Ensuring compliance with regulatory requirements and company policies.
- Providing administrative support to the financial planning team as needed.
Requirements
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and meet deadlines.
- Knowledge of financial planning and investment management principles.
- Proficiency in Microsoft Office and other relevant software.
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Financial Planning Assistant
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Guildford, Surrey, United Kingdom mbf. Full timeFinancial Planning and Investment Management RoleMbf is working with one of the UK's largest and most successful Financial Planning and Investment Management organisations to recruit a skilled professional to support their team.About the RoleThe successful candidate will assist senior financial planners in preparing detailed financial plans and reports,...
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