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Financial Planning Assistant

1 month ago

Guildford, Surrey, United Kingdom mbf Full time

Job Summary:

We are seeking a highly skilled and motivated Financial Planning Assistant to join our team at MBF Recruitment. As a key member of our wealth management team, you will be responsible for providing exceptional support to our clients and contributing to the growth and success of our organization.

Key Responsibilities:

  • Collaborate with Chartered Financial Planners to create comprehensive and insightful financial reports.
  • Utilize your expertise in various financial products to provide valuable support to clients.
  • Assist in developing tailored investment strategies to meet client needs.
  • Ensure an exceptional client experience through exceptional service and support.

Requirements:

  • Diploma-level qualifications at a minimum.
  • Chartered status or active pursuit of this advanced certification is highly desirable.
  • A robust understanding of financial products and industry regulations.
  • Exceptional report writing skills.

What We Offer:

  • A competitive salary and comprehensive benefits package.
  • The opportunity to work with a leading national wealth and investment management organization.
  • A dynamic and supportive work environment.

About Us:

MBF Recruitment is a leading recruitment agency specializing in the wealth and investment management sector. We are committed to providing exceptional service and support to our clients and candidates.