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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