Financial Services Professional
5 days ago
Salary: £40,000 - £60,000 per annum
Job Description
Brook Street is partnering with a leading organisation to recruit a skilled Paraplanner to join their IFA team. This full-time role offers a dynamic work environment and opportunities for growth.
Responsibilities- Develop and implement effective client-focused reports outlining recommendations and suitability.
- Carry out thorough fund research to inform investment strategies, ensuring the highest standards of quality.
- Understand and apply regulatory requirements, including sales processes, suitability letters, and FCA/SRA guidelines in daily work.
- Analyse complex financial data, perform calculations, and create strategy reports that meet the needs of clients.
- Minimum of two years' experience in the financial services industry.
- 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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