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 handoversProduce high-quality suitability and review reports in line with regulatory standardsConduct research and analysis to support financial planning recommendationsWork closely with advisers and providers to deliver effective client outcomesMaintain workflow processes and supported compliance requirementsDeliver reporting on pipeline and service levels
This is a full time and permanent office-based roleThe 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 linkBrook Street NMR is acting as an Employment Agency in relation to this vacancy.
TPBN1_UKTJ…