At a Glance
- Tasks: Support financial advisers with research and documentation for client meetings.
- Company: Join a leading financial advice practice in the UK.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Immediate applications welcome; great opportunity for career advancement.
- Why this job: Make a real impact in financial planning while growing your career.
- Qualifications: Level 4 Diploma and experience in financial services required.
The predicted salary is between 35000 - 40000 £ per year.
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 / 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 the 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.
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 the advertised closing date - this is a guideline only.
Technical FS Administrator / Paraplanner in Newtownards employer: McKinty Associates
At McKinty Associates, we pride ourselves on being an excellent employer, offering a supportive work culture that values teamwork and professional growth. Located in Lisburn, our dynamic environment fosters continuous learning and development opportunities, ensuring that our employees can thrive while contributing to meaningful financial operations. With competitive salaries and a commitment to employee well-being, we are dedicated to creating a rewarding workplace for all team members.
