Financial Service Administrator / Paraplanner

Brook Street

Screened

newtownards

Posted 3 days ago

About the role

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team
The Financial Services Administrator (or Paraplanner) will generally handle the following duties:

Drafting annual review reports and client suitability documentation.
Liaising with fund managers and product providers to gather necessary financial d...

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About this listing

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