Paraplanner & Financial Admin: Impactful Reports

Brook Street; Newtownards; On-site; GBP 28,000 - 36,000; Full time

Benefits offered by this job

Competitive salary

Performance bonuses

Private medical

Pension

Operational support

Job summary

Brook Street Recruitment, on behalf of our client in Newtownards, is seeking a Financial Services Administrator / Paraplanner to join the team in a full-time, permanent, office-based role. You will draft annual review reports, collect data from fund managers, and ensure FCA and Openwork compliance in file processing.

The position offers a strong salary with performance bonuses and comprehensive benefits, including private medical, pension, and operational support.

Qualifications

• 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.

Responsibilities

• 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.

Job description

Brook Street Recruitment, on behalf of our client in Newtownards, is seeking a Financial Services Administrator / Paraplanner to join the team in a full-time, permanent, office-based role. You will draft annual review reports, collect data from fund managers, and ensure FCA and Openwork compliance in file processing.

The position offers a strong salary with performance bonuses and comprehensive benefits, including private medical, pension, and operational support.