Financial Service Administrator​/Paraplanner

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit Financial Services Administrator / Paraplanner to join their team

• 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 include competitive salary, depending on experience.
• Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support