Financial Service Administrator / Paraplannerat Brook Street UK
BBrook Street UKComber, Newtownards
ComberFull timeOn-sitePermanent
annual salary£30,000 – £35,000per year
apply in 1 minute no cover letter · free · confidential
?%not sure it's a fit?Upload your CV and we'll show your match in seconds.the role
Join Brook Street UK as a Financial Service Administrator / Paraplanner in Comber, Newtownards! This is a fantastic opportunity to thrive in a supportive environment, where you'll play a vital role in providing exceptional financial advice and service to our clients.
what you'll be doing
1Report DraftingPrepare annual review reports and client suitability documents.
2Client CommunicationEngage with clients to understand their financial needs and goals.
3ResearchConduct thorough research on financial products and services.
4CollaborationWork closely with financial advisors to deliver optimal service.
what you'll need
experience2+ years in finance
hoursFull time
startASAP
Detail-orientedFinancial acumenCommunicationResearchTeam player
Brook Street UK is hiring a Financial Service Administrator / Paraplanner in Newcastle. Apply through TalentMatch24 — upload your CV once, no cover letter, and we'll match you here and with other employers looking for your profile.