Paraplanner: Financial Planning & Compliance Admin

Brook Street; Newtownards; On-site; GBP 26,000 - 34,000; Full time

Benefits offered by this job

Private medical

Pension

Job summary

Brook Street Recruitment is assisting a client in Newtownards to recruit a Financial Services Administrator / Paraplanner to join their team. This office-based, full-time role involves preparing annual review reports, gathering data from fund managers, and ensuring processing aligns with FCA standards.

You will work with advisers and providers to deliver compliant client outcomes, handle pipeline reporting, and support the admin team with smooth handovers.

Qualifications

• Experience in financial services administration.
• Knowledge of FCA standards and Openwork network is a plus.
• Strong reporting, research and numerical skills.

Responsibilities

• Drafting annual review reports and client suitability documentation.
• Liaising with fund managers and product providers to gather financial data.
• Ensuring file processing aligns with FCA and Openwork network standards.
• Workflow management: logging cases and assisting the 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.

Skills

Paraplanning

Client reporting

Regulatory compliance

Data gathering

Job description

Brook Street Recruitment is assisting a client in Newtownards to recruit a Financial Services Administrator / Paraplanner to join their team. This office-based, full-time role involves preparing annual review reports, gathering data from fund managers, and ensuring processing aligns with FCA standards.

You will work with advisers and providers to deliver compliant client outcomes, handle pipeline reporting, and support the admin team with smooth handovers.