Financial Services Professional

5 days ago


Cardiff, Cardiff, United Kingdom Brook Street Full time
Job Title: Financial Services Professional

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.
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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