Paraplanner

An exciting new opportunity has come up with our outstanding and established candidate as a Paraplanner. My client, based in Cwmbran, are looking for a Paraplanner to join their small team on a permanent basis. This role requires experience as a Paraplanner or proven experience to show capabilities to perform in the role. The salary is set from GBP28,000 - GBP38,000 per year DOE. This role is 100% based in the office, with the possibility of part time hours.

What you'll do as a Paraplanner?

• Prepare new and existing client Cashflows for annual strategy meetings.
• Analyse client and provider data to provide tailored solutions that align with client needs and objectives.
• Conduct thorough research and document findings in a structured format.
• Create accurate, personalised Suitability Letters and Financial Planning reports reflecting client objectives.
• Implement agreed-upon actions, including handling fees, allocating investments, and executing buy/sell trades.
• Work efficiently under your own initiative with a keen attention to detail.

What we need from you?

• GCSE grades A-C in English and Maths.
• Strong organisational skills, ability to work under pressure, and prioritise tasks.
• Confident communication skills, comfortable interacting with clients, providers, and management.
• Excellent IT and keyboard skills, along with a good telephone manner.
• Relevant experience in a paraplanning role within an advisory/wealth management business.
• Achieved or close to achieving Level 4 diploma in financial services.

What you will get in return?

• 2 Week closure over Christmas
• 20 days holiday + bank holidays

Click 'Apply' now or call and speak to Luke for more information

Brook Street are proud to support the Armed Forces Covenant and as such, we guarantee to interview all candidates who are veterans or spouses/partners of military personnel, and who meet all the essential criteria for the vacancy.

As a Disability Confident Leader, and holder of the Gold Award status from the Defence Employer Recognition Scheme, Brook Street, as a supplier to the Public Sector Resourcing Framework (PSR), will offer you a guaranteed interview with a PSR Sourcer.

Should you identify as a candidate with a disability and/or as a veteran or spouse/partner of military personnel and meet all the essential criteria for the role, we encourage you to reach out to us via the Brook Street website. Here you will find a link to register your interest?and state the role that you are interested in.?We are?committed to engaging with you.?

In cases where we have a high volume of ex-military candidates/military spouses/partners, who meet all of the essential criteria, Brook Street will interview the best candidates from within that group.