Paraplanner

Honeycomb is delighted to partner with a Nationwide Wealth management company to recruit for a Paraplanner to join their office based in East Belfast. The role is full time, permanent and comes with excellent opportunity for growth and development.

The Role

Our client is looking for an experienced and motivated Paraplanner to join their growing team. This is an excellent opportunity for an organised and technically skilled individual who is passionate about delivering high-quality financial planning support.

Working closely with the advisers, you'll play a vital role in delivering exceptional client outcomes while supporting the development of the wider paraplanning team. If you enjoy working in a collaborative environment, managing complex cases and mentoring others, then this could be the ideal role.

As a Paraplanner, you will be responsible for supporting advisers and ensuring the efficient delivery of financial planning services. Your key responsibilities will include:

• Preparing valuations and quotations, updating internal systems and providing comprehensive administrative support to ensure the smooth running of services for clients and advisers.
• Analysing client data, conducting research and developing well-informed recommendations to support financial planning advice.
• Producing accurate, professional and client-focused suitability reports to a consistently high standard.
• Allocating work across the paraplanning team to ensure workloads are managed effectively and service standards are maintained.
• Managing workflow and timescales, ensuring deadlines are met and work is delivered efficiently.
• Training, mentoring and supporting trainee paraplanners and administrators, helping to develop their technical knowledge and professional skills.
• Handling more complex client cases, applying technical expertise and attention to detail to deliver the best possible client outcomes.

Experience

• Previous experience in a Paraplanner or Senior Paraplanner role within a financial planning or wealth management environment.
• Strong technical knowledge of financial planning products, pensions, investments and protection.
• Excellent analytical and research skills with the ability to interpret complex information.
• Experience producing high-quality suitability reports.
• Strong organisational skills with the ability to manage multiple priorities and meet deadlines.
• Excellent written and verbal communication skills.
• A proactive approach with exceptional attention to detail.
• The ability to work independently while supporting and developing colleagues.
• A relevant financial planning qualification (or working towards one) is desirable.

Package

• Competitive salary depending on skills and experience.
• Pension scheme 5% Employee, 4% Employer
• Generous annual leave entitlement - 25 days + 1 day for every year of service
• Ongoing professional training and support.
• Employee wellbeing initiatives.
• A supportive and collaborative working environment.
• Opportunities to work alongside experienced financial planning professionals.
• Employee recognition and development programmes.

Career Development

Our client is committed to investing in their people and supporting long-term career development. As a Paraplanner, you'll have access to:

• Continuous professional development and technical training.
• Support towards further industry qualifications.
• Opportunities to mentor and develop junior members of the team.
• Exposure to complex client work, enhancing your technical expertise.
• A clear pathway for career progression within the business, with opportunities to move into leadership or adviser roles where appropriate.

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.