Financial Advisor Assistant

23 hours ago


London, Greater London, United Kingdom mbf. Full time
About the Role

mbf is seeking a skilled Financial Advisor Assistant to support our financial advisors in developing and implementing comprehensive financial plans for clients.

This role will involve working closely with our team of experienced professionals to provide essential support and expertise to ensure successful client outcomes.

The ideal candidate will possess excellent analytical and communication skills, with the ability to work accurately under pressure.

Responsibilities:

  • Provide detailed financial planning reports to clients, ensuring clarity and adherence to regulatory standards.
  • Conduct thorough research and analysis of financial products and market trends to inform client recommendations.
  • Engage with clients to gather necessary information and address queries related to financial plans.

Requirements:

  • Relevant qualifications such as CII Diploma in Financial Planning or equivalent would be advantageous.
  • A minimum of [3-5] years' experience as a Paraplanner or in a similar role.
  • Excellent analytical and communication skills, with the ability to work accurately under pressure.

What We Offer

We offer a competitive salary of up to £53,000 per annum, plus bonus and benefits. This is a fantastic opportunity to work in a hybrid environment, with up to 3 days of remote working, and offers a clear path for career progression.



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