Paraplanner Role Opportunity

3 weeks ago


Cardiff, Cardiff, United Kingdom Brook Street Full time

Become a key member of our IFA team at Brook Street, playing a vital role in delivering exceptional client experiences.

This Paraplanner position offers a unique blend of challenge and reward, with opportunities to develop your skills and advance your career in the financial services sector.

Key Responsibilities:
  • Produce high-quality client reports that clearly communicate complex information, ensuring our clients receive the best possible advice.
  • Conduct thorough research on investment funds, staying up-to-date with market trends and regulatory requirements to inform strategic decisions.
  • Apply sales process principles, suitability letter requirements, and regulatory standards set by the FCA and SRA, maintaining the highest level of professionalism and integrity.
  • Analyse complex financial data, perform calculations, and generate strategy reports that meet the needs of our clients and partners.
Requirements:
  • A minimum of two years' experience in the financial services industry, with a solid understanding of the sector's dynamics and regulations.
Benefits:
  • A competitive salary range: £35,000 - £45,000 per annum, depending on experience.
  • A minimum of 25 days holiday plus bank holidays, allowing for relaxation and rejuvenation.
  • Two additional days dedicated to community service, fostering social responsibility and teamwork.
  • Your birthday off each year, celebrating your special day with loved ones.
  • Auto-enrolment into our pension plan, supporting long-term financial security.
  • Hybrid working options available, balancing work-life flexibility with professional demands.
  • Access to an Employee Assistance Programme for personal support, promoting mental well-being and work-life balance.
  • Enjoy discounts from various local businesses, enhancing quality of life and economic benefits.
  • Professional fees covered (subject to role requirements), easing the administrative burden and focusing on career growth.


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