Financial Advisers Wanted

mbi Staffing are looking for candidates who can deliver personalised 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.

We are looking for candidates with a good portfolio, where our clients will support them with reliable 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 businessExcellent interpersonal skills

If you feel you are the right candidate for these kind of role, please do not hesiate in getting in touch to discuss.

Simon.juniper@mbi-staffing.co.uk