At a Glance
- Tasks: Bridge the gap between financial advisers and tech, enhancing client experiences.
- Company: Exciting Belfast-based tech firm revolutionising financial advice with AI.
- Benefits: Competitive salary, remote work, flexible hours, and equity options.
- Other info: Join a dynamic team with opportunities for growth and development.
- Why this job: Shape the future of financial advice with innovative technology and real-world impact.
- Qualifications: Experience in IFA, financial planning, and a passion for tech.
The predicted salary is between 40000 - 50000 £ per year.
Honeycomb is delighted to be partnering with an exciting Belfast-based Tech business as they continue to grow their team. This is a genuinely unique opportunity for someone from an IFA, Wealth Management or Financial Planning background who enjoys the technical side of financial advice but is looking for something different from a traditional advisory support role.
Working at the intersection of financial services and technology, you'll help some of the UK's leading advice firms adopt innovative AI-driven solutions that streamline processes, improve client outcomes and reduce administration.
The Role
You'll become the bridge between financial advisers, paraplanners and technology, helping firms successfully implement and maximise the value of the platform. Using your experience of the advice process, you'll work closely with clients to support on-boarding, training and ongoing success. This role would suit someone who has experience producing suitability reports, carrying out research, preparing illustrations and calculations, supporting advisers and navigating the regulatory requirements of the UK advice market. Alongside supporting clients, you'll also play a key role in shaping future product development by providing practical insight from a real-world financial planning environment.
- Experience working within an Independent Financial Adviser (IFA) environment.
- Knowledge of pensions, investments, protection and wider financial planning.
- Experience carrying out technical research, calculations and illustrations.
- A genuine interest in technology and how AI can improve the financial advice process.
- Level 4 Diploma qualifications would be highly advantageous, although practical experience within an IFA environment is considered essential.
The Package
- Highly competitive salary.
- Fully remote working available following initial on-boarding.
- Flexible working arrangements.
- The chance to help shape technology that is changing the financial advice sector.
To discuss this opportunity in confidence, contact Sam Evans at Honeycomb Jobs. If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Skills: Paraplanner/Administrator/Pensions and Investments
Financial Planning Associate in Belfast employer: Honeycomb Jobs Limited
Join a forward-thinking tech company in Belfast that values innovation and flexibility, offering a competitive salary and equity options. With a strong emphasis on employee growth, you'll have the opportunity to shape the future of financial advice through cutting-edge AI solutions while enjoying fully remote working and flexible arrangements. This is an ideal environment for those looking to make a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Financial Planning Associate in Belfast
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Honeycomb Jobs Limited. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Financial Planning Associate in Belfast
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Honeycomb Jobs Limited.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Honeycomb Jobs Limited's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Honeycomb Jobs Limited.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Honeycomb Jobs Limited will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Honeycomb Jobs Limited employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
