IFA Team Member

4 weeks ago


Cardiff, Cardiff, United Kingdom Brook Street Full time
Job Title: IFA Team Member

Salary: £42,000 - £62,000 per annum

Company Overview

Brook Street is a leading recruitment agency partnering with top organisations to find the best talent. We are currently looking for an experienced Paraplanner to join our IFA team.

Job Description

The successful candidate will be responsible for developing and implementing effective client-focused reports, conducting thorough fund research, and applying regulatory requirements in daily work.

Responsibilities
  • Develop high-quality client-friendly reports outlining recommendations and suitability.
  • Carry out comprehensive fund research to inform investment strategies and ensure adherence to regulatory standards.
  • Apply sales processes, suitability letter requirements, and FCA/SRA guidelines in daily work.
  • Analyse complex financial information, perform calculations, and generate strategy reports.
Qualifications
  • Minimum of two years' experience in the financial services industry.
Benefits
  • Up to 25 days holiday plus bank holidays.
  • Two additional days dedicated to community service.
  • 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).

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