At a Glance
- Tasks: Draft annual review reports and liaise with fund managers for financial data.
- Company: Join a reputable financial services firm in Newtownards.
- Benefits: Competitive salary, supportive team environment, and opportunities for growth.
- Other info: Dynamic role with potential for professional development.
- Why this job: Kickstart your career in finance and make a real difference for clients.
- Qualifications: Strong communication skills and proficiency in financial software.
The predicted salary is between 30600 - 37400 £ per year.
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 xsabvtc with fund managers and product providers to gather necessary financial data...
Financial Service Administrator / Paraplanner in Comber employer: Brook Street UK
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