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Paraplanner

1 month ago

Cardiff Caerdydd, United Kingdom Brook Street UK Full time
Brook Street are working with a large organisation looking for a Paraplanner to join their IFA team. The role is full-time, Monday - Friday, 9-5

Scroll down for a complete overview of what this job will require Are you the right candidate for this opportunity
  • Produce quality client-friendly reports that outline recommendations and their suitability.
  • Build and maintain strong relationships with key stakeholders.
  • Conduct thorough fund research to inform investment strategies.
  • Implement and uphold service standards t

    Please click on the apply button to read the full job description