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Financial Planning Assistant

2 months ago

Bath, Bath and North East Somerset, United Kingdom mbf. Full time
About the Role

Mbf is seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. As a key member of the financial planning team, you will support senior financial planners by preparing financial reports, conducting research, and providing administrative support.

Key Responsibilities
  • Assist in the preparation of detailed financial plans and reports, ensuring accuracy and attention to detail.
  • Conduct research on financial products, investment strategies, and market conditions to provide informed recommendations.
  • Analyse client portfolios and provide data-driven insights to support financial planning decisions.
  • Maintain accurate and up-to-date client records and financial data, adhering to regulatory requirements and company policies.
  • Provide administrative support to the financial planning team, including tasks such as data entry and document preparation.
Requirements
  • 1 year of experience in Paraplanning or a related field, with a strong understanding of financial planning principles and practices.
  • Proficient in Microsoft Office Suite, with a focus on Excel, Word, and PowerPoint.
  • Strong written and verbal communication skills, with the ability to work effectively with clients and colleagues.
  • Able to work independently and as part of a team, with a strong commitment to delivering high-quality results.
  • Desire to pursue a career in financial planning and attain relevant certifications.
What's On Offer
  • A competitive basic salary of up to £40,000.
  • A good discretionary bonus scheme.
  • A strong benefits package, including hybrid working arrangements.
  • Opportunities for professional development and career advancement.
  • A supportive and collaborative work environment.