Technical Administrator - Paraplanner - Newtownards
The rewards
* Competitive salary dependent on experience
* Performance bonuses
* Comprehensive benefits including private medical and pension
* Dedicated operational support
* 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 compliance requirements
* Delivering reporting on pipeline and service levels
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