Financial Service Administrator / Paraplanner

This Financial Service Administrator / Paraplanner role in Newtownards is a full-time, permanent office-based position with Brook Street Recruitment, working on behalf of our client. The successful candidate will draft annual review reports and client suitability documentation, liaise with fund managers and product providers to gather financial data, and ensure file processing aligns with FCA and Openwork network standards. Additional duties include logging cases, supporting the wider admin team with client handovers, conducting research and analysis to support financial planning recommendations, and maintaining workflow processes and compliance requirements. The salary is £35,000 per annum, with performance bonuses and comprehensive benefits including private medical.

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

This is a 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

Please send CV to Collleen Farquharson via the apply link

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Brook Street NMR is acting as an Employment Agency in relation to this vacancy.