Senior pensions administrator

Senior Pensions Administrator

Honeycomb is delighted to be partnering with a well-established financial planning firm based in Belfast to recruit for a Senior Pensions Administrator.

The Client

Our client is a highly respected and close-knit financial planning practice, with a strong team of Financial Advisors and administrative professionals supporting a growing client base.

They offer a collaborative environment where technical support staff play a key role in the advice process, working closely with advisors to deliver high-quality, compliant financial planning solutions to clients.

The Role

This is a key position within the business, supporting a pool of Financial Advisors with technical pensions and financial planning administration.

You will play an integral role in ensuring clients receive well-informed, compliant advice, while maintaining high standards of accuracy and service.

Duties will include:

• Help preparing suitability reports and technical documentation for client recommendations
• Producing illustrations, key features and supporting documentation for client meetings
• Conducting research across pensions, investments, protection and wider financial planning areas
• Analysing client circumstances, objectives and risk profiles
• Supporting advisors with comparisons, technical queries and case preparation
• Maintaining accurate and up-to-date client records on internal systems
• Ensuring all work aligns with FCA regulations and internal compliance standards

Essential Criteria

• Previous experience in a technical pensions or paraplanning role within an IFA or wealth management environment
• Level 4 Diploma in Financial Planning (or working towards)
• Strong knowledge of pensions and wider financial planning products
• Excellent attention to detail with strong report writing ability
• Strong organisational skills with the ability to manage multiple cases
• Confident communicator, comfortable working closely with advisors and wider teams

The Package

• Competitive salary (dependent on experience)
• 20 days holiday + statutory, with additional leave based on service
• On-site parking
• Opportunity to work within a supportive and collaborative financial planning team

To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Sam Evans at sam.e@honeycomb.jobs or call 02890131227.