Junior Paraplanner

Honeycomb is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit for a Junior Paraplanner to support the continued growth of the business.

This full-time, permanent opportunity would suit someone with experience in financial services administration or paraplanning support who is keen to work closely with advisers and technical specialists in a highly respected firm. The role offers strong exposure to the financial planning process and would particularly appeal to someone looking to develop their technical knowledge and progress within the industry over time.

The Client
Our client offers a fresh approach to traditional financial planning, with a bespoke advice process at the heart of what they do. With impressive growth projections, this is an excellent opportunity to join a collaborative team environment where you will gain valuable exposure to the technical side of financial planning.

The Role

• Supporting advisers and technical specialists with the preparation of client documentation and financial planning reports
• Conducting research across pensions, investments and protection products
• Assisting with the preparation of suitability reports and financial planning documentation
• Managing workflow and ensuring all client work is completed accurately and efficiently
• Maintaining client records and ensuring processes are compliant with FCA and internal compliance standards
• Liaising with advisers, providers and internal teams to help deliver positive outcomes for clients

Experience

• Previous experience within financial services administration, wealth management or paraplanning support
• Strong attention to detail and an interest in the technical side of financial planning
• Progress toward or interest in completing Level 4 Diploma qualifications would be advantageous
• Excellent communication and organisational skills
• Experience with systems such as FE Analytics, Intelligent Office, Voyant or similar would be beneficial

Package

• Very competitive salary
• 35-hour working week, Monday - Friday, 9am - 5pm with 1 day working from home
• Exam funding and study support for professional qualifications
• Generous annual leave allowance

How to Apply

To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.

Disclaimer

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 equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.