Paraplanner (Pensions Management)
4 weeks ago
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.
Conduct thorough fund research to inform investment strategies.
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.
Minimum of two years in the financial services industry.
Minimum of 25 days holiday plus bank holidays.
Two additional days dedicated to community service.
Enjoy your birthday off each year.
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).
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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