Wealth Management Paraplanner | Client-Focused Admin

Job Description

Brook Street (UK) Limited is delighted to be assisting a Belfast client in recruiting a Paraplanner. The role requires direct experience within a Financial Advisor/Wealth management practice and a solid understanding of investments, pensions and protection products.

You will provide administration support to the Financial Advisor, organise client files for meetings, prepare valuations and research, and manage applications through to completion while maintaining AML and compliance standards.

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Brook Street UK

Wealth Management Paraplanner | Client-Focused Admin

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