Financial Service Administrator / Paraplanner at Brook Street | Rozgoo | Rozgoo

Brook Street

UK, GB · On-site · Full-time

Financial Service Administrator / Paraplanner

₹36.8L – ₹36.8LPosted 20 days ago

Location: UK, GB
Work mode: On-site
Employment: Full-time
Salary: ₹36.8L – ₹36.8L
Experience: Mid-level · 2–5 yrs
Education: bachelor's

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About the role

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. Workflow Management: …

Requirements

Experience in financial services administration or paraplanning
Knowledge of FCA regulations
Strong report writing skills
Bachelor's degree or relevant qualification
Ability to manage workflows efficiently
Good communication skills

Skills

financial services administration
paraplanning
report drafting
client correspondence
workflow management
fca compliance
fund management liaison
openwork standards

About the company

Brook Street

Posted via Adzuna

How to apply

Apply Now takes you to Rozgoo, where auto-apply can submit your application for this role. Updated today.

Brook Street

Financial Service Administrator / Paraplanner

₹36.8L – ₹36.8L