Paraplanner
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Location:
Cardiff
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Sector:
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Job type:
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Salary:
£32000 - £35000 per annum
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Contact:
Luke Standen
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Contact email:
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Job ref:
BBBH387087_1732341702
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Published:
19 days ago
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Expiry date:
23/12/2024
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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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