Mbi Staffing are seeking dedicated and detail-oriented Paraplanners for various clients we work with throughout the UK.
Responsibilities
- Conduct research on investment products and strategies.
- Prepare reports and documentation for client meetings.
- Maintain client records and ensure compliance with regulations.
Qualifications
- Level 4 Diploma in Regulated Financial Planning (DipPFS)
- Chartered Institute for Securities & Investment (CISI)
- London Institute of Banking & Finance (LIBF)
Required Skills
- Strong analytical and problem-solving skills.
- Excellent written and verbal communication skills.
- Proficiency in financial planning software.
Preferred Skills
- Experience in a financial services environment.
- Knowledge of investment products and financial regulations.
Pay range and compensation package
Competitive salary based on experience between £45,000-£60,000
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