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
Join a dynamic and supportive team at a leading higher education institution in Bath, where your skills as a Digital Print Assistant will be valued and nurtured. With a focus on professional development and a commitment to delivering high-quality work, you'll enjoy a collaborative work culture that prioritises customer service and excellence. This role offers the unique advantage of working in an educational environment, providing opportunities for growth and learning while contributing to meaningful projects.
