At a Glance
- Tasks: Support a Wealth Manager by preparing reports and documentation for client recommendations.
- Company: Join a respected financial planning firm with a strong reputation for quality advice.
- Benefits: Enjoy a pension scheme, annual leave increases, and free on-site parking.
- Other info: Great opportunity for long-term career development in financial services.
- Why this job: Take your career to the next level in a supportive and collaborative environment.
- Qualifications: Experience in Financial Services Administration or Paraplanning is essential.
The predicted salary is between 30000 - 40000 £ per year.
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
- Pension contribution scheme
- Annual leave entitlement with service-related increases
- Free on-site parking
- Monday to Friday working hours
- Supportive and collaborative team environment
- Excellent opportunity for career development within financial planning
To speak in confidence about this opportunity, please contact Sam Evans.
Senior FS Admin/Paraplanner TLNT1_NI in Belfast employer: Honeycomb Jobs Limited
Join a highly respected financial planning firm in Belfast, where you will be part of a supportive and collaborative team dedicated to delivering high-quality advice. With a strong focus on employee development, this role offers excellent opportunities for career growth within financial services, alongside benefits such as a pension contribution scheme and service-related annual leave increases. Experience a rewarding work culture that values personal service and fosters long-term careers in a busy and engaging environment.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FS Admin/Paraplanner TLNT1_NI in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Senior FS Admin/Paraplanner role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge of pensions and investments. Be ready to discuss how you've handled similar tasks in previous roles, especially when it comes to producing reports and liaising with stakeholders.
✨Tip Number 3
Showcase your attention to detail! During interviews, highlight specific examples where your organisational skills made a difference in your work. This will demonstrate that you’re the right fit for maintaining accurate client records and ensuring compliance.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you land that dream job, and applying directly shows your commitment to joining a supportive and collaborative team in financial planning.
We think you need these skills to ace Senior FS Admin/Paraplanner TLNT1_NI in Belfast
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in Financial Services Administration or Paraplanning, and don’t forget to showcase your understanding of pensions and investments!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for this role. Mention your passion for financial planning and how you can contribute to the team’s success.
Showcase Your Technical Skills:Since the role involves producing technical documentation, make sure to mention any relevant experience you have with reports, illustrations, or financial calculations. We want to see your attention to detail and organisational skills!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates about the process!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning products. The interviewers will likely ask you technical questions, so being well-versed in these areas will show that you're serious about the role.
✨Showcase Your Experience
Prepare specific examples from your previous roles that highlight your experience in financial services administration or paraplanning. Discuss how you've supported Wealth Managers or produced technical documentation, as this will demonstrate your capability for the position.
✨Ask Smart Questions
Come prepared with insightful questions about the company culture, team dynamics, and opportunities for career development. This not only shows your interest in the role but also helps you gauge if the company is the right fit for you.
✨Be Yourself
While it's important to be professional, don't forget to let your personality shine through. The firm values a supportive and collaborative environment, so showing your positive attitude and willingness to learn can make a great impression.
