Report Writer / Financial Administrator

Exciting opportunity for an experienced Paraplanner

  • £0 - £25k
  • Belfast
  • Permanent Full-Time
  • 9.00-5.00

Report Writer / Financial Administrator

Belfast

c.£20-25k DOE

 

McKinty Associates are working with a professional Financial Planning firm who have a requirement for a Report Writer / Financial Administrator to join their growing team.

 

This is an exciting opportunity for an experienced professional to become a vital part of the financial planning process by supporting several highly successful advisers and HNW clientele. You will benefit from working with a highly experienced team in an environment that provides support and development opportunities.

 

Main duties will include:

  • Managing the preparation of Client Financial Plans and Suitability Reports
  • Supporting in research and analysis to meet clients’ needs
  • Research and analysis of financial products and services
  • Analyse and interpret financial information and creating reports
  • Developing and maintaining internal relationships
  • Ensuring all FCA related and other regulatory compliance standards are met
  • Relevant ad hoc duties as required

 

Essential eligibility criteria:

  • Excellent report writing skills
  • Previous experience within an IFA/regulated environment (Min 2 years)
  • Strong academic record
  • Understanding of the full financial planning & corporate advice process
  • Computer literate – including strong Microsoft Excel & Word skills
  • Detailed and accurate
  • Good numeracy skills
  • Ability to achieve agreed client outcomes without supervision
  • Ability to manage deadlines and workload
  • Ability to work independently and in a team

 

The ideal candidate for this role will be a highly technical and qualified individual who can offer skills in addition to the existing team and provide clients with a positive and professional experience.

To apply for this role please forward your CV ASAP to Paul Coulter at paul@mckintyassociates.com or Tel me on 078 0384 3023 to discuss further.

 

Applications for this role will be considered immediately with a view to placing the right individual ASAP, so please register your interest early. Please note, the opening may close in advance of advertised closing date – this is a guideline only.

Please fill out the simple form if you would like to apply for this role.


To apply for this role please forward your CV to Paul Coulter at paul@mckintyassociates.com or tel on 07803843023 to discuss further.