Financial Planning Assistant

2 weeks ago

Crawley, West Sussex, United Kingdom mbf. Full time

We are currently working with a leading financial services company, mbf, to recruit for a Paraplanner to join their team. Our client operates a hybrid structure with 3 days working from home and 2 in the office.

**Company Overview:**

This highly regarded financial services business is committed to providing comprehensive financial planning and wealth management services. The company supports its employees with a range of benefits and a positive work environment that fosters professional growth and personal well-being.

**Role Responsibilities:**

  • Work closely with the team to deliver high-quality financial advice and service to clients.
  • Assist in preparing meeting notes, conducting research, and supporting the delivery of advice to clients.
  • Collaborate with stakeholders to help achieve the income objectives for the team.
  • Provide essential briefings to financial planners on client issues for upcoming meetings.
  • Engage with clients to gather necessary information and clarify details.
  • Work proactively with colleagues to share best practices and contribute to the continuous improvement of processes and tools.

**Package:**

  • Base Salary: Competitive salary up to £50,000
  • Annual Discretionary Bonus: Performance-based bonus scheme

**Benefits:**

  • Holiday Entitlement: 25 days of annual leave, with the option to buy up to 31 days
  • Hybrid Working: 3 WFH & 2 in office
  • Pension Scheme
  • Death in Service Benefit
  • Additional Benefits:
    • Employee Assistance Program

This role offers a great opportunity to be part of a supportive and forward-thinking financial planning team.

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