Paraplanner

Brook Street Recruitment is working on behalf of our client in Newtownards to recruit a Technical Administrator / Paraplanner to join their team
A Technical 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 ...

Ready to Apply?

Submit your application today and join our talented team at Brook Street UK.