Financial Planning Support Specialist

2 days ago


London, Greater London, United Kingdom mbf. Full time

Company Overview

mbf is a leading Wealth & Investment Management firm with a strong presence across the UK. We are seeking an experienced Financial Planning Support Specialist to join our team in London.

Key Responsibilities

  • Provide essential support to financial advisors in the development and implementation of financial plans for clients.
  • Conduct thorough 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.
  • Stay abreast of industry regulations and compliance standards, ensuring all activities align with relevant guidelines.

Requirements

  • Experience in financial planning or a related field.
  • Strong analytical and problem-solving skills.
  • Excellent communication and interpersonal skills.

Salary and Benefits

The salary for this position is up to £53,000 per annum, plus bonus and benefits.



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