Job Description
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.
Responsibilities
* 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 02921 509900 - Option 2 and speak with Luke.
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
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