Carol McDowell
Banbridge
Summary
Experienced Practice Manager accomplished at handling all aspects of office administration. Detail-oriented and solution focused with strong organisational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Professional and approachable, Successful at building and maintaining strong positive relationships with staff, clients and business partners.
Overview
2026
2026
years of professional experience
Work history
Practice Manager
Arthur Dodds & Co Ltd
Lisburn
05.2014 - Current
- Supervision of 5 Administration Staff
- Management Accounts, Payroll, Bank Reconciliation
- Client Relationship Management
- Compliance Oversight, Monitoring & Training
- Regulatory Returns
- Management of Director's Schedule
Client Services Administrator
Leeburn Financial Planning
Lisburn
03.2013 - 05.2014
- Administrative / Paraplanning support to Partners/Chartered Financial Planners
- Product & Fund Research
- Client Account Management
- Client Reviews & Recommendation Reports
- Regulatory Compliance
Paraplanner
Milecross Financial Solutions
Newtownards
01.2010 - 03.2013
- Administrative / Paraplanning support to team of Regulated Advisers
- Product & Fund Research
- Client Account Management
- Client Reviews & Recommendation Reports
- Regulatory Compliance
- Income Reconciliation
Paraplanner & Business Quality Co-ordinator
Miskimmin Taylor Ltd
Belfast
09.2007 - 12.2009
- Design & Implementation of Systems to Mitigate Business Risk
- Business Quality Monitoring, delivery of relevant training
- Analysis, interpretation & presentation of Quality Key Performance Indicators to Management team
- Induction of New Employees
Previous Roles
Duties include
- Credit Controller
- Accounts Clerk
- Sales Office Administrator
- Health & Safety Officer
Education
Chartered Insurance Institute -
Diploma in Financial Planning
/2008 - /2010
Chartered Insurance Institue -
Certificate in Financial Planning
/2001 - /2002
City & Guilds -
Office Practice & Organisation
City & Guilds -
Integrated Business Technology
/2001 - /2002
O Level x 5 -
Grades A - C
CSE x 5 -
Grades 1 & 2
/1987 - /1987
RSA x 4 -
Grades Distinction - Credit
/1986 - /1987
Skills
Hardworking and self motivated, with the ability to work well under pressure and prioritise
Can work unsupervised on own initiative but also as an integral member of any team
Excellent communication skills and the ability to work well in a confidential environment
Timeline
Practice Manager
Arthur Dodds & Co Ltd
05.2014 - Current
Client Services Administrator
Leeburn Financial Planning
03.2013 - 05.2014
Paraplanner
Milecross Financial Solutions
01.2010 - 03.2013
Paraplanner & Business Quality Co-ordinator
Miskimmin Taylor Ltd
09.2007 - 12.2009
Previous Roles
Duties include
Chartered Insurance Institute -
Diploma in Financial Planning
/2008 - /2010
Chartered Insurance Institue -
Certificate in Financial Planning
/2001 - /2002
City & Guilds -
Office Practice & Organisation
City & Guilds -
Integrated Business Technology
/2001 - /2002
O Level x 5 -
Grades A - C
CSE x 5 -
Grades 1 & 2
/1987 - /1987
RSA x 4 -
Grades Distinction - Credit
/1986 - /1987
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