Financial Service Administrator / Paraplanner

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit 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. Ensuring file processing aligns with FCA and Openwork network standards.

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