Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK.
Their team of professional are committed to delivering personalised and strategic advice, ensuring that their clients achieve their financial goals. They foster a collaborative and supportive work environment, encouraging continuous learning and professional growth.We are seeking a detail-oriented and motivated Junior Paraplanner to join their dynamic team. The successful candidate will support senior financial planners by preparing financial reports, conducting research, and much more. This is an excellent opportunity for an individual with around 1 years Junior Paraplanner/Paraplanning experience.Key Responsibilities
* Assist in the preparation of detailed financial plans and reports.
* Conduct research on financial products, investment strategies, and market conditions.
* Analyse client portfolios and provide recommendations based on findings.
* Maintain accurate and up-to-date client records and financial data.
* Ensure compliance with regulatory requirements and company policies.
* Provide administrative support to the financial planning team as needed.
Requirements
1. The ideal individual will have 1 years Paraplanning experience.
2. ...