Paraplanner

Paraplanner (BBBH
439731) Newtownards, Northern Ireland

Salary: GBP
32,000 – GBP
35,000 per annum

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 processing aligns with FCA and Openwork network standards.
• Workflow management – logging cases and assisting the broader admin team with smooth client handovers.
• Producing high‑quality suitability and review reports in line with regulatory standards.
• Conducting research and analysis to support financial planning recommendations.
• Working closely with advisers and providers to deliver effective client outcomes.
• Maintaining workflow processes and supported compliance requirements.
• Delivering reporting on pipeline and service levels.

This is a full‑time, permanent, office‑based role.

The client offers a blend of strong financial rewards and robust professional support. Key benefits include competitive salary (dependent on experience), performance bonuses, comprehensive benefits such as private medical and pension, and dedicated operational support.