Paraplanner - Wealth Management & Financial Planning in Cookstown

Paraplanner - Wealth Management & Financial Planning in Cookstown

Cookstown Full-Time On-site
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Brook Street is partnering with a growing Wealth Management firm in Cookstown to recruit an experienced Paraplanner. The role supports Financial Advisers with technical research, suitability reports, and tailored financial planning documentation.

You will gather client information, assess risk, prepare client presentations, and ensure compliance with FCA requirements while developing your professional qualifications in a collaborative environment.

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Paraplanner - Wealth Management & Financial Planning in Cookstown 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.

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Contact Details:

Brook Street Recruitment Team