Senior FS Admin/Paraplanner

Senior FS Administrator / Paraplanner

Honeycomb is delighted to be partnering with a highly respected and long-established Financial Planning firm to recruit a Senior FS Administrator / Paraplanner to join their growing team based in Belfast.
This is an excellent opportunity for an experienced Financial Services Administrator looking to take the next step into paraplanning, or for an established Paraplanner seeking a role where they can work closely with a dedicated Wealth Manager and become an integral part of the client journey.

The Client
Our client is a well-established financial planning business with a strong reputation for delivering high-quality advice across pensions, investments and wealth management. They pride themselves on providing a personal service to their clients and fostering a supportive, collaborative environment for their employees.
The business offers a busy and engaging working environment where employees are encouraged to develop their technical knowledge and build long-term careers within financial services.

The Role
The successful candidate will work directly alongside a Wealth Manager, providing technical and administrative support throughout the advice process.
This role will involve taking information gathered through the fact-find process and producing the technical documentation required to support client recommendations.
Duties will include:

• Preparing suitability reports and recommendation documents
• Producing client illustrations and financial calculations
• Researching pension and investment solutions
• Supporting the preparation of advice recommendations
• Liaising with providers and internal stakeholders
• Ensuring all documentation meets regulatory requirements
• Assisting with pension and investment administration where required
• Maintaining accurate client records and files
• Supporting the Wealth Manager throughout the advice process

Essential Criteria

• Previous experience within Financial Services Administration or Paraplanning
• Strong understanding of pensions and investments
• Good technical knowledge of financial planning products and legislation
• Experience producing reports, illustrations or technical documentation would be advantageous
• Strong attention to detail and organisational skills
• Excellent communication and relationship-building abilities
• A positive attitude and willingness to learn
• Looking for a long-term career within financial services

The Package

• Pension contribution scheme
• Annual leave entitlement with service-related increases
• Free on-site parking
• Monday to Friday working hours
• Supportive and collaborative team environment
• Excellent opportunity for career development within financial planning

To speak in confidence about this opportunity, please contact Sam Evans at

Skills:
Admin/Administration/Mortgage/Investment/Pensions

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