Financial Service Administrator/Paraplanner
Job in
Newtownards, County Down, BT22, Northern Ireland, UK
Listed on 2026-09-12
Listing for:
Brook Street
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting, Financial Services, Financial Compliance
Job Description & How to Apply Below
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:
Logging cases and assisting the broader admin team with smooth client handovers - Produce high-quality suitability and review reports in line with regulatory standards
- Conduct research and analysis to support financial planning recommendations
- Work closely with advisers and providers to deliver effective client outcomes
- Maintain workflow processes and supported compliance requirements
- Deliver reporting on pipeline and service levels
Full time and permanent office-based role
The client offers a blend of strong financial rewards and robust professional support.
Key benefits- Key benefits include competitive salary, depending on experience.
- Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support
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