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 career development opportunities.
- Other info: Exciting opportunity for growth in a thriving industry.
- Why this job: Be part of a dynamic team making a difference in clients' financial journeys.
- Qualifications: Strong communication skills and a keen interest in financial services.
The predicted salary is between 40500 - 49500 £ per year.
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a 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 data.
Financial Service Administrator / Paraplanner in Newtownards 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.
