Wealth Management Paraplanner | Client-Focused Admin in Newtownabbey

Wealth Management Paraplanner | Client-Focused Admin in Newtownabbey

Newtownabbey Full-Time No working from home possible
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Brook Street (UK) Limited is delighted to be assisting a Belfast client in recruiting a Paraplanner. The role requires direct experience within a Financial Advisor/Wealth management practice and a solid understanding of investments, pensions and protection products.

You will provide administration support to the Financial Advisor, organise client files for meetings, prepare valuations and research, and manage applications through to completion while maintaining AML and compliance standards.

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Wealth Management Paraplanner | Client-Focused Admin in Newtownabbey employer: Brook Street UK

As a Housing Estates Officer in Plymouth, you will join a supportive and dynamic team dedicated to enhancing community living. Our company prioritises employee growth through ongoing training and offers a flexible hybrid working model that promotes work-life balance. With a commitment to your professional development and a collaborative work culture, we provide a rewarding environment where you can make a meaningful impact in the community.

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Contact Details:

Brook Street UK Recruitment Team