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Paraplanner

  • Location:

    Cardiff

  • Sector:

    Accountancy and Finance

  • Job type:

    Permanent

  • Salary:

    £32000 - £35000 per annum

  • Contact:

    Luke Standen

  • Contact email:

    [email protected]

  • Job ref:

    BBBH387087_1731996092

  • Published:

    17 days ago

  • Expiry date:

    19/12/2024

  • Startdate:

    ASAP

Job Description

Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5

  • Produce quality client-friendly reports that outline recommendations and their suitability.
  • Build and maintain strong relationships with key stakeholders.
  • Conduct thorough fund research to inform investment strategies.
  • Implement and uphold service standards to ensure client expectations are met.
  • Understand and apply the sales process, suitability letter requirements, and regulatory standards set by the FCA and SRA in your work.
  • Analyse complex financial information, perform calculations, and generate strategy reports.
  • Provide timely management information to various business areas.
  • Ensure adherence to the regulator's Fit & Proper standards.


Qualifications

  • Minimum of two years in the financial services industry.
  • Hold or be studying towards a relevant Diploma level qualification.
  • Proficient in various advisor research tools; experience with True Potential is advantageous.
  • Self-motivated, adaptable, and capable of thriving in a team-oriented environment.


Benefits

  • Minimum of 25 days holiday plus bank holidays.
  • Two additional days dedicated to community service.
  • Enjoy your birthday off each year.
  • Death in service benefit equivalent to twice your annual salary.
  • Auto-enrolment into our pension plan.
  • Hybrid working options available.
  • Access to an Employee Assistance Programme for personal support.
  • Enjoy discounts from various local businesses.
  • Professional fees covered (subject to role requirements).
  • Participate in our employee recruitment incentive scheme.

Apply now or call 02921 509900 - Option 2 and speak with Luke.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.

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