Paraplanner

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.
• Ensuring file pro...

CRWG1_UKTJ