Paraplanning Support Specialist

3 weeks ago


Antrim, United Kingdom Brook Street UK Full time
About the Role

This is an exciting opportunity for a talented individual to work as a Financial Services Administrator / Entry level Paraplanner with our client in Lisburn. The successful candidate will be responsible for assisting our advisors in providing detailed client recommendations and ensuring that all internal procedures are followed.

In this role, you will be required to update and record fund and product research for internal investment committees, prepare suitability reports, and implement recommendations. You will also be responsible for preparing and maintaining client files, including collecting relevant information and updating documentation.



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