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

Company

McKinty Associates

Location

Newtownards, Northern Ireland

Type

Permanent Full-Time

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-...
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