Financial Services Specialist

3 days ago


Cardiff, Cardiff, United Kingdom Brook Street NMR Full time
Company Overview
Brook Street NMR is a leading employment agency partnering with large organisations to find talented professionals like you. Our client, a well-established financial services firm, is seeking an experienced Paraplanner to join their IFA team.

Job Description
The successful candidate will be responsible for producing high-quality reports, building strong relationships with stakeholders, conducting thorough fund research, and implementing service standards to meet client expectations. This is a full-time role, Monday to Friday, 9-5, with a competitive salary of £35,000 - £45,000 per annum.

Required Skills and Qualifications
To excel in this role, you will need a minimum of two years' experience in the financial services industry, hold or be studying towards a relevant Diploma-level qualification, and be proficient in advisor research tools. Self-motivation, adaptability, and excellent communication skills are essential.

Benefits
This role offers a range of benefits, including 25 days' holiday plus bank holidays, two additional days for community service, and access to an Employee Assistance Programme for personal support. You will also enjoy discounts from local businesses and participate in our employee recruitment incentive scheme.

Why Join Us?
Becoming part of the Brook Street NMR team means joining a dynamic and supportive environment where you can grow professionally and personally. With our focus on finding the right candidates for the right roles, you'll have opportunities to develop your skills and build long-lasting relationships.

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