Technical Administrator - 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 and service levels
This is a full time and permanent office-b...

Ready to Apply?

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

Submit Application