Financial Services Administrator / Trainee Paraplanner

Financial Services Administrator / Trainee Paraplanner

Location: Holywood Road, Belfast
Hours: Full-Time | Monday to Friday | 9.00am - 5.00pm
Salary: Competitive

Honeycomb is delighted to be partnering with a well-established and highly respected Independent Financial Adviser practice to recruit a Financial Services Administrator / Trainee Paraplanner.

This is an excellent opportunity for someone looking to build a long-term career within financial services. Whether you already have experience in financial services administration or are looking to take your first step into the industry, this role offers structured training, genuine career progression and exposure to all areas of financial planning.

The successful candidate will initially support the protection side of the business, learning how to manage applications, liaise with clients and insurers, and maintain accurate records. Over time, the role will expand to include pensions, investments, mortgages, technical report preparation and paraplanning responsibilities.

The Role

Key responsibilities will include:

• Managing protection applications from submission through to completion
• Producing quotations, illustrations and client documentation
• Liaising with clients, insurers and providers
• Monitoring underwriting requirements and policy progress
• Maintaining compliant client records and back-office systems
• Assisting with trust documentation and suitability reports
• Managing diaries, appointments and client communications
• Answering incoming calls and welcoming clients to the office
• Supporting advisers with day-to-day administrative requirements
• General office administration and business support

About You

The ideal candidate will demonstrate:

• Strong communication and interpersonal skills
• Excellent attention to detail and organisational ability
• A professional and personable approach
• Confidence dealing with clients both face-to-face and over the phone
• A willingness to learn and take ownership of responsibilities
• A genuine interest in building a career within financial services

Previous experience within financial services, banking, mortgages, insurance or an IFA environment would be advantageous but is not essential.

What's on Offer?

• Full training and ongoing support
• Exposure to experienced Financial Advisers
• Career progression towards paraplanning and wider financial planning support
• Support towards professional qualifications
• Increasing responsibility as your knowledge and experience develop
• A friendly, supportive and professional working environment
• Long-term career prospects within an established and respected business

If you're looking for a role where you can learn, develop and build a genuine career within financial services, we'd love to hear from you.

To apply or find out more, contact:

Sam Evans
Honeycomb Jobs
sam.e@honeycomb.jobs

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

Honeycomb is committed to providing equal opportunities to all applicants.