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...