At a Glance
- Tasks: Prepare annual review reports and ensure compliance with FCA standards.
- Company: Join a reputable financial services firm in Newtownards.
- Benefits: Full-time role with opportunities for professional growth.
- Other info: Supportive team environment with a focus on compliance and client satisfaction.
- Why this job: Make a difference in clients' financial journeys while developing your skills.
- Qualifications: Strong attention to detail and good communication skills required.
The predicted salary is between 40500 - 49500 £ per year.
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.
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Paraplanner: Financial Planning & Compliance Admin in Newtownards employer: Brook Street
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