The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans, investment focused and cross checking work to ensure complete accuracy of information.
They are looking for someone who can bring clients with them, where they will be supported with fantastic admin and compliance as to focus on clients and business development.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Building a client base
- Prepare financial plans and check their accuracy
Qualifications
- 2+ years' of industry experience
- CII Diploma in Regulated Financial Planning or LIBF's DipFA (Level 4)
- Strong understanding of the investment business
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Financial Advisor employer: mbi Staffing
Mbi Staffing is an exceptional employer for Paraplanners, offering a dynamic work culture that values detail-oriented professionals. With competitive salaries and opportunities for professional growth through ongoing training and development, employees can thrive in a supportive environment while making a meaningful impact in the financial services sector across the UK.
