At a Glance
- Tasks: Draft reports, liaise with fund managers, and support financial planning.
- Company: Join a reputable firm in Newtownards with a strong focus on client outcomes.
- Benefits: Competitive salary, performance bonuses, private medical, and pension.
- Other info: Full-time, office-based role with excellent professional support.
- Why this job: Make a real impact in financial services while developing your career.
- Qualifications: Experience in financial services and strong communication skills.
The predicted salary is between 38250 - 46750 £ per year.
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
- Full time and permanent office-based role
The client offers a blend of strong financial rewards and robust professional support.
- Key benefits
- Key benefits include competitive salary, depending on experience.
- Performance bonuses, comprehensive benefits (private medical, pension), and dedicated operational support
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Financial Service Administrator / Paraplanner in Newtownards employer: Brook Street
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