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Transactional Finance Recruiter at Brook Street || Specialising in Permanent Recruitment in the Finance Space across all of WalesTelephone: 02921…
Brook Street are working with a highly reputable, financial services firm, based in Cardiff who are looking to add to their team with an experience Paraplanner.
Key Responsibilities:
* Prepare accurate, compliant, and comprehensive client suitability reports and related correspondence within agreed deadlines.
* Gather, collate, and analyse client financial information, assisting in developing appropriate strategies aligned with client objectives.
* Produce detailed client presentations and documentation adhering strictly to compliance standards.
* Manage client queries promptly and accurately, providing thorough and clear responses.
* Ensure all client work complies with internal policies and regulatory requirements, maintaining proper documentation and records.
* Conduct business in a responsible and compliant manner, meeting all relevant legislation and industry standards.
* Engage in continuous professional development to fulfil regulatory CPD requirements and support career progression.
Candidate Criteria:
* Minimum Level 4 qualification in financial planning or equivalent (e.g., Diploma in Regulated Financial Planning).
* At least 4 years’ experience as a Paraplanner within financial services.
* Extensive technical knowledge across a broad range of financial products including retail investments, savings, pensions, and protection products.
* Deep understanding of suitability report standards, compliance, and business processes.
* Excellent analytical skills, strong attention to detail, and well-developed organisational abilities.
* Exceptional written and verbal communication skills, able to translate complex financial data clearly.
* Proficient in Microsoft Office suite, especially Excel and Word.
Why Join Us?
* Work within a supportive and professional team environment based in Cardiff.
* Competitive salary package reflecting your skills and experience.
* Enjoy a discretionary bonus scheme recognizing your contributions.
* Access to a pension scheme and structured professional development opportunities to support your career growth.
Seniority level
* Seniority level
Associate
Employment type
* Employment type
Full-time
Job function
* Job function
Finance
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