Technical FS Administrator / Paraplanner

Technical FS Administrator / Paraplanner Newtownards (BT23) 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 and 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-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 ..... full job details .....