Paraplanner

Mbi Staffing are seeking dedicated and detail-oriented Paraplanners for various clients we work with throughout the UK. Responsibilities

• Assist financial advisors in preparing financial plans.
• 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