Job Vacancy

Forward Financial Planning Ltd are offering a very attractive flexible administration position.

We are based in North Down so the vacancy may attract someone not wishing to commute to Belfast .

The Role

Responding and engaging with clients.
Organising meetings including updating fact finds and issuing agendas.

Sitting in with Chartered Financial Planner at advice meetings; issuing minutes, suitability letter, and post meeting suitability analysis report for adviser.

Execution of approved advice including working with issues throughout the advice year.Admin of monthly payroll.

Admin of monthly company accounts including invoicing.
Admin of various statutory returns.
Completion of quarterly VAT return for associated company.

Desired Criteria

Demonstrate the relevant experience necessary for the post in financial services in administration and or as registered adviser.
Meticulous attention to detail.

Confident pleasing approach with high net worth clients who are used to an exceptional professional service.

Evidence of good work attitude and excellent attendance record.
A working knowledge of Prestwood back office,
and the Ascentric and Transact wrap providers


Flexible hours, estimated 1200 hours per year organised around client advice meetings which are prearranged so an average 25 hours per week but ranging  from 35 hours per week in busy time to say 8 hours in less busy periods.

For the right candidate we will improve on the current hourly rate being earned.

Contact e mail  or telephone 02891826767 for application  

Closing date 25th January 2019