Technical FS Administrator​/Paraplanner

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.

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Skills:

Pensions Investments