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 employer: McKinty Associates
McKinty Associates is an exceptional employer, offering a dynamic work environment in Newtownards where you can thrive as a Technical FS Administrator / Paraplanner. With a strong focus on employee development and a supportive team culture, you will have the opportunity to enhance your skills while contributing to high-quality financial advice. Enjoy competitive salaries, comprehensive benefits, and the chance to be part of one of the UK's largest advice networks, ensuring a rewarding career path in the financial services sector.
