Financial Service Administrator / Paraplanner
Brook Street
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
#NIT2 Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
TPBN1_UKTJ
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
#NIT2 Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
TPBN1_UKTJ
Reference: WJ-5375_9734372