Technical Administrator / Paraplanner - Newtownards
The rewards
- Competitive salary depending on experience
- Performance bonuses
- Private medical insurance
- Pension
- Dedicated operational support
Hours
- Full time, permanent, office-based
The role of Technical Administrator / Paraplanner:
- Drafting annual review reports and client suitability documentation
- Liaising with fund managers and product providers to gather necessary financial data
- Ensuring file processing aligns with FCA and Openwork network standards
- Workflow management - logging cases and assisting the broader admin team with smooth client handovers
- Producing high-quality suitability and review reports in line with regulatory standards
- Conducting research and analysis to support financial planning recommendations
- Working closely with advisers and providers to deliver effective client outcomes
- Maintaining workflow processes and supporting compliance requirements
- Delivering reporting on pipeline and service levels
