Paraplanner: Investment Research & Compliance

Paraplanner: Investment Research & Compliance

Full-Time 45000 - 60000 £ / year (est.) No working from home possible
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At a Glance

  • Tasks: Conduct investment research, prepare reports, and ensure compliance for clients.
  • Company: mbi Staffing, a supportive staffing agency with diverse client base.
  • Benefits: Competitive salary between £45,000 to £60,000 based on experience.
  • Other info: Opportunity to work with various clients across the UK.
  • Why this job: Join a dynamic team and make a real difference in financial planning.
  • Qualifications: Level 4 Diploma in Regulated Financial Planning and strong analytical skills.

The predicted salary is between 45000 - 60000 £ per year.

mbi Staffing is looking for dedicated and detail-oriented Paraplanners to support various clients across the UK.

You will conduct research on investment products, prepare reports for client meetings, and maintain compliance with regulations.

The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning and have strong analytical skills.

The role offers a competitive salary ranging from £45,000 to £60,000 based on experience.

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Paraplanner: Investment Research & Compliance employer: mbi Staffing

As a leading employer in the social care sector, we offer qualified social workers a supportive and dynamic work environment across various locations in the UK. Our commitment to employee development is reflected in our comprehensive training programmes and opportunities for career advancement, ensuring that you can grow both personally and professionally while making a meaningful impact in the community.

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Contact Details:

mbi Staffing Recruitment Team

We think you need these skills to ace Paraplanner: Investment Research & Compliance

Analytical Skills
Attention to Detail
Investment Research
Report Preparation
Compliance Knowledge
Level 4 Diploma in Regulated Financial Planning
Client Management