Senior FS Admin / Trainee Paraplanner

Honeycomb is delighted to partner with a leading Financial Services company to recruit for a Senior FS Administrator / Trainee Paraplanner to join their team based in East Belfast. The role is full time, permanent and office based.

The Company

Our client is a dynamic, client-focused financial planning firm dedicated to delivering expert advice and exceptional service. They are seeking a motivated individual to join their team as a Client Support & Paraplanner. This role is open to both those looking to start their paraplanning career (trainee) and experienced, qualified paraplanners seeking a broader client support remit.

The Role

As a Trainee Paraplanner & Administrator, you will:

• Support Financial Advisers by conducting research, preparing technical analysis, and drafting clear, compliant reports.
• Manage client files and records, ensuring all documentation is accurate and up to date.
• Handle a range of administrative tasks, from onboarding new clients to preparing for annual reviews and maintaining ongoing service delivery.
• Liaise with product providers, platforms, and clients to gather information and resolve queries.
• Prepare files for adviser meetings, including portfolio reports and compliance checks.
• Ensure all processes meet regulatory and internal compliance standards.
• Proactively identify and implement improvements in workflows and client service delivery.
• Take on any other reasonable tasks as requested by management.

Criteria

• Minimum 2 years' experience in financial services, ideally within an IFA or wealth management environment.
• Experience in both paraplanning (pensions, investments, protection) and administration.
• Level 4 Diploma in Regulated Financial Planning (or working towards it).
• Strong organisational skills, attention to detail, and ability to manage multiple priorities.
• Excellent written and verbal communication skills.
• Proactive, self-motivated, and committed to ongoing professional development.
• Thorough understanding of compliance requirements.

Package

• Competitive salary and benefits package.
• Generous holiday allowance.
• Flexible working hours (with office-based core).
• Funded professional development and qualifications.
• Supportive, collaborative team culture.

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.