Financial Service Administrator / Paraplanner

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.
The Financial Services Administrator (or Paraplanner) will generally handle the following duties:

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