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Investment Planning Specialist

2 months ago


Cwmbran, Torfaen County Borough, United Kingdom Brook Street UK Full time
Join Our Team as a Paraplanner

We are thrilled to present an outstanding opportunity for a dedicated Paraplanner to become part of our esteemed organization, Brook Street UK. We are in search of a proficient individual to enhance our dynamic team. This role is ideal for candidates with prior experience in paraplanning or those who possess the necessary skills to thrive in this position. The compensation package ranges from £28,000 to £38,000 annually, commensurate with experience. The role supports a hybrid working model, requiring a minimum of 2 days in the office each week. We welcome applications from both full-time and part-time candidates.

Key Responsibilities:
  • Develop cash flow projections for client strategy discussions.
  • Evaluate client and provider information to deliver customized solutions.
  • Perform thorough research and document the results.
  • Draft accurate suitability letters and financial documentation.
  • Execute agreed actions, including fee management and investment distribution.
  • Operate independently with a keen eye for detail.
Essential Qualifications:
  • GCSE grades A-C in English and Mathematics.
  • Excellent organizational and time management skills.
  • Strong communication skills with clients, providers, and team members.
  • Competence in IT, keyboard proficiency, and professional telephone manners.
  • Relevant experience in paraplanning within a financial advisory environment.
  • Working towards or having obtained a Level 4 diploma in financial services.
Employee Benefits:
  • Two-week holiday closure during the festive season.
  • 20 days of annual leave in addition to public holidays.
  • For further inquiries, please reach out to our team.