Paraplanner

3 weeks ago


Cardiff, United Kingdom Brook Street Full time

Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5

Produce quality client-friendly reports that outline recommendations and their suitability.
Build and maintain strong relationships with key stakeholders.
Conduct thorough fund research to inform investment strategies.
Implement and uphold service standards to ensure client expectations are met.
Understand and apply the sales process, suitability letter requirements, and regulatory standards set by the FCA and SRA in your work.
Analyse complex financial information, perform calculations, and generate strategy reports.
Provide timely management information to various business areas.
Ensure adherence to the regulator's Fit & Proper standards.

Qualifications

Minimum of two years in the financial services industry.
Hold or be studying towards a relevant Diploma level qualification.
Proficient in various advisor research tools; experience with True Potential is advantageous.
Self-motivated, adaptable, and capable of thriving in a team-oriented environment.

Benefits

Minimum of 25 days holiday plus bank holidays.
Two additional days dedicated to community service.
Enjoy your birthday off each year.
Death in service benefit equivalent to twice your annual salary.
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).
Participate in our employee recruitment incentive scheme.

Apply now or call (phone number removed) - Option 2 and speak with Luke.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy


  • Paraplanner

    3 weeks ago


    Cardiff, United Kingdom Heat Recruitment Full time

    Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of...

  • Paraplanner

    3 weeks ago


    Cardiff, United Kingdom Heat Recruitment Full time

    ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

  • Paraplanner

    1 month ago


    Cardiff, United Kingdom Heat Recruitment Full time

    ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

  • Paraplanner

    1 month ago


    Cardiff, United Kingdom Heat Recruitment Full time

    ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

  • Paraplanner

    1 month ago


    Cardiff, United Kingdom Heat Recruitment Full time

    Job Description Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish...

  • Paraplanner

    2 weeks ago


    Cardiff, United Kingdom IDEX Consulting Ltd Full time €45,000

    Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

  • Paraplanner

    1 month ago


    Cardiff, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

  • Paraplanner

    4 weeks ago


    Cardiff, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

  • Paraplanner

    1 month ago


    Cardiff, United Kingdom IDEX Consulting Ltd Full time

    Job Description Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their...

  • Paraplanner

    2 weeks ago


    Cardiff, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

  • Paraplanner

    1 month ago


    Cardiff, United Kingdom IDEX Consulting Ltd Full time

    Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / HybridI'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. This company holds an outstanding reputation, which sets it apart from their competition on the...

  • Paraplanner

    2 weeks ago


    Cardiff, United Kingdom Idex Consulting Ltd Full time

    Job Description Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years.This company holds an outstanding reputation, which sets it apart from their...

  • Paraplanner

    1 month ago


    Cardiff, Wales, Cardiff County, United Kingdom Heat Recruitment Full time

    ParaplannerUp to £35,000Hybrid workingCardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered toMeet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of communication...

  • Paraplanner

    3 weeks ago


    Cardiff, United Kingdom Brook Street UK Full time

    Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5Produce quality client-friendly reports that outline recommendations and their suitability.Build and maintain strong relationships with key stakeholders.Conduct thorough fund research to inform investment...

  • Paraplanner

    3 weeks ago


    Cardiff, United Kingdom Brook Street Uk Full time

    Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team.The role is full-time, Monday - Friday, 9-5 Ready to make your application Please do read through the description at least once before clicking on Apply.Produce quality client-friendly reports that outline recommendations and their suitability.Build and...

  • Paraplanner

    4 weeks ago


    Cardiff, United Kingdom Brook Street UK Full time

    Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5Produce quality client-friendly reports that outline recommendations and their suitability.Build and maintain strong relationships with key stakeholders.Conduct thorough fund research to inform investment...


  • Cardiff, United Kingdom IDEX Consulting Ltd Full time €45,000

    Paraplanner (Extended Fixed-Term Contract) - £45,000 DOE – Cardiff / Hybrid I'm currently partnered with a prestigious investment management firm, who are looking for a Paraplanner to join their team in Cardiff on a fixed term basis for nearly two years. The company have an office situated in the heart of Cardiff, making it convenient to get to, and...


  • Cardiff, United Kingdom Heat Recruitment Full time

    Paraplanner Up to £35,000 Hybrid working Cardiff Responsibilities Manage and maintain relationships with your clients and respond effectively Ensure T&Cs are maintained and money laundering processes are adhered to Meet client service standards and service levels agreements Provide a service to ensure clients are retained k Establish good lines of...


  • Cardiff, Cardiff, United Kingdom Heat Recruitment Full time

    About Heat RecruitmentWe are recruiting a Senior Paraplanner to support our growing team at Heat Recruitment. As a key member of our team, you will play a vital role in delivering exceptional services to our clients.Job OverviewThis exciting opportunity is perfect for an experienced Paraplanner looking to take their career to the next level. You will be...

  • Paraplanner

    3 weeks ago


    Cardiff / Caerdydd, United Kingdom Brook Street UK Full time

    Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5Produce quality client-friendly reports that outline recommendations and their suitability. Build and maintain strong relationships with key stakeholders. Conduct thorough fund research to inform investment...