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