Technical FS Administrator / Paraplanner – Newtownards (BT23) – PCARDSP06

Technical FS Administrator / Paraplanner

Newtownards (BT23)

Salary c.£35K – £40K DOE

McKinty Associates are working with an established Financial Advice practice part of one of the UK’s largest advice networks who have a requirement for an experienced Technical FS Administrator / Paraplanner to join their growing team.

This is an exciting opportunity for an experienced pensions & investment administrator, based within a centralised team supporting a large team of financial advisers. The successful candidate will play a key role in supporting financial advisers in carrying out high quality research on a full range of financial planning products in line with company’s advice process and compliance framework and writing detailed suitability reports.

Main duties will include:

• Provide administrative support to Financial Advisers.
• Manage incoming client and provider correspondence and emails.
• Obtaining fact-find documentation on a client’s existing financial arrangements and conducting gap analysis
• Prepare client documentation for financial advice meetings (meeting packs and suitability report documentation)
• Liaise with product providers, platforms, and pension companies.
• Input all client information into the back office system and ensure all tasks are recorded and acted upon within the agreed timescales
• Track applications through to completion and follow up with providers where necessary.
• Maintain accurate client records and update internal systems ensuring documentation meets regulatory and compliance requirements.
• Support general office administration and workflow.

Eligibility criteria:

• Level 4 Diploma Qualified
• Previous experience of working within an FS /regulated environment with a good knowledge of retail investment and pension products (Min 3 years)
• Strong working knowledge of pre and post retirement, planning (including pension transfers), investments and taxation.
• Excellent report writing skills
• Knowledge of research tools & software (e.g. FE Analytics, Cashflow modelling)
• Strong academic record
• Computer literate – Thorough knowledge and capability using front and back-office systems
• 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

To apply for this role please forward your CV ASAP to Paul Coulter at paul@mckintyassociates.com or Tel 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.

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