MDG Professional Services Ltd. is a specialist business , directly authorized and regulated by the Financial Conduct Authority. MDG Professional Services a firm of holistic financial planners that believes in providing bespoke advice in collaboration with trusted professional associates in family law and tax planning.
Role Description
This is a full-time on-site role for a Financial Paraplanner at MDG Professional in Aylesbury. The Financial Paraplanner will be responsible for financial planning, analytical tasks, investment management, finance-related activities, and report writing on a day-to-day basis.
Qualifications
- Financial Planning and Analytical Skills
- Investment Management and Finance knowledge
- Report Writing proficiency
- Strong attention to detail and accuracy
- Excellent communication and interpersonal skills
- Ability to work collaboratively in a team environment
- Relevant industry certifications (e.g., CFP, CFA) is a plus
- Bachelor’s degree in Finance, Economics, or related field
Job Category: Financial Services
Job Type: Full Time
Job Location: Aylesbury
