IFA Team Member

3 weeks ago


Cardiff, Cardiff, United Kingdom Brook Street Full time

We are seeking an experienced Paraplanner to join our IFA team at Brook Street, where you will have the opportunity to work with a large organisation in the financial services industry.

This full-time role offers a competitive salary range of £35,000 - £45,000 per annum, depending on experience, and a minimum of 25 days holiday plus bank holidays.

Key Responsibilities:
  • Deliver high-quality client reports outlining recommendations and their suitability, ensuring a clear and concise communication of complex information.
  • Conduct thorough research on investment funds to inform strategic decisions, staying up-to-date with market trends and regulatory requirements.
  • Apply sales process principles, suitability letter requirements, and regulatory standards set by the FCA and SRA in daily work, 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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