Brooks Macdonald
Paraplanner
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Brooks Macdonald Group plc
Brooks Macdonald Group plc is one of the UK's leading wealth management firms, listed on the main market and recognised for investment performance and client service. We offer leading multi-asset investment services to intermediaries, and high-quality financial planning advice to private clients, benefitting from a strong local presence across the UK.
We see an opportunity to lead the way within our sector in relation to sustainability and responsible investing. We have set a target for our direct footprint to be Net Zero by 2030 and continue to enhance our approach to responsible investment, which includes offering a dedicated service for clients with values-based objectives.
We offer fulfilling careers in an inclusive culture that values diversity and ambition and rewards high performance. Our guiding principles underpin our culture and are at the heart of everything we do:
- We do the right thing
- We are connected
- We care
- We make a difference
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We welcome talented people from all backgrounds who live our guiding principles and are focused on ensuring the best outcomes for our clients. We are committed to promoting equal employment opportunities and positively encourage applications regardless of race, religion or belief, sexuality, age, disability, gender, gender identity, marital status or pregnancy and maternity.
Collaboration and knowledge-sharing are important to us as a firm, and we value different ways of working. Employees are required to be in the office three days a week, with flexibility to work from home on the other two days.
Role Overview
The Paraplanner is responsible for providing technical support to financial consultants and administration staff. The individual will also create and compile investment reports for new and existing clients, and undertake research.
Role Responsibilities
- Create investment reports for existing customers to provide in-depth detail about various investment portfolios
- Prepare pre-investment packs for Financial Consultants to support recommendations
- Produce market research reports for use by the Financial Consultants to ensure all investments are kept up to date and competitive
- Provide technical assistance to the Administrators where required
- Maintain contact with investment/insurance companies and support the management of these investment relationships
- Perform role always ensuring adherence to the expected behaviours stated in the FCA Conduct Rules
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Knowledge, Skills and Experience
- Hold or be working towards Financial Planning Diploma (Level 4)
- Minimum two years’ experience as a Paraplanner in a similar firm
- Knowledge of investments and financial services products
- Knowledge of investing PI awards
- Ability to understand potentially complex financial planning solutions, including circumstances and needs of extremely vulnerable clients
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