Job Description 

Working closely with MVAM’s Head of Advice you are a professional paraplanner, who can offer expert advice on suitable investments, tax and private pensions with a background in the trade or a related industry as well as FCA certification in financial planning. You will be communicating and devising advice and report to clients provide them with accurate information and bespoke deals that will enable them to make an educated choice that suits their specific requirements. You will be involved in and helping evolve processes of client charging, client on boarding, the management of client information and developing the Hertford office. This is a role that would happily see you qualify as an adviser and offer career progression.

What will you be doing?

• Conducting in-depth reviews of clients financial circumstances and future aims, analysing information and preparing individually tailored client plans.
• Completing risk analyses.
• Designing financial strategies.
• Assisting clients in making informed decisions.
• Contacting clients with news of changes to legislation that may affect their savings and investments.
• Preparing letters, presentations and reports for senior management.
• Assisting in ensuring client on boarding and communication meets FCA requirements.

What are we looking for?

• Relevant degree.
• Level 4 FCA diploma in financial planning.
• Experience of research, analysis & report writing.
• Excellent written, verbal, and numerical communication skills.
• Ability to work under pressure while prioritising tasks.
• Flexibility with willingness to accommodate occasional early/late work and external events.

What can we offer you?

• 25 days holiday allowance (plus bank holidays).
• Professional growth opportunities.
• Team social events.

If interested please send CV and cover letter to jobvacancy@mvam.com.

No agencies.

Closing date: 31st August 2021.