Support financial advisers by preparing suitability reports, conducting research, and ensuring compliant, high-quality advice in line with MFSA and MiFID II regulations.
Key Responsibilities: Assist financial advisers in developing suitable financial plans that reflect clients’ individual needs and objectives. Prepare well-structured suitability reports and recommendation documents in line with MFSA and company compliance standards. Conduct research and analysis on investment instruments, pensions, life insurance, and savings products available in Malta and the EU. Use financial planning software (e.g., Voyant or equivalent) to model client scenarios, including retirement projections and cash flow analysis. Ensure all documentation is accurate, up-to-date, and compliant with MFSA guidelines and AML/CFT obligations. Liaise with product providers, custodians, and internal compliance teams to obtain and verify technical and client-specific information. Support advisers in preparing for client review meetings, including producing client packs, portfolio summaries, and performance reports.
Skills & Experience: Solid knowledge of the financial services regulatory environment in Malta, particularly MFSA rules on investment advice and conduct of business. Familiarity with EU MiFID II requirements, suitability assessments, and cross-border pro
