IFA Team Member
3 weeks ago
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.
- A minimum of two years' experience in the financial services industry, with a solid understanding of the sector's dynamics and regulations.
- 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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IFA Team Member
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