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 UKs largest advice networks who have a requirement for an experienced Technical FS Administrator / Paraplannerto 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 companys 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 clients 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
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.
McKinty Associates Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C’s & Privacy Policy which can be found on our website.
Skills:Pensions Investments
WHJS1_NI
…