Paraplanner
Why This Role Stands Out
This hybrid Paraplanner role offers a fantastic opportunity to develop your financial planning expertise within a reputable firm, contributing to impactful client strategies. You'll thrive here if you're a detail-oriented professional with a passion for supporting financial advisors and delivering high-quality technical administration. Don't miss out on this chance to grow your career in a supportive environment!
Quick Overview
Job Description
Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team
A Technical 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 click apply for full job details
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