At a Glance
- Tasks: Support a Wealth Manager and produce essential financial documentation for clients.
- Company: Reputable financial planning firm with a focus on personal service and collaboration.
- Benefits: Pension scheme, annual leave increases, free parking, and career development opportunities.
- Other info: Dynamic work environment with a focus on long-term career growth.
- Why this job: Join a supportive team and grow your career in financial services while making a real impact.
- Qualifications: Experience in Financial Services Administration or Paraplanning with strong technical knowledge.
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.
- 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 in Lisburn 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 busy yet engaging work environment that values your contributions and fosters long-term career aspirations.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FS Admin/Paraplanner in Lisburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, attend industry events, and join relevant online groups. 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 researching the company and its values. Understand their approach to financial planning and be ready to discuss how your experience aligns with their mission. This shows you're genuinely interested and not just another candidate.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to pensions and investments. We recommend doing mock interviews with friends or using online resources to boost your confidence and refine your answers.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search and eager to join our supportive team.
We think you need these skills to ace Senior FS Admin/Paraplanner in Lisburn
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior FS Administrator / Paraplanner role. Highlight your experience in financial services and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about financial planning and how your background makes you a great fit for the role. We love seeing enthusiasm and a personal touch!
Showcase Your Technical Skills:Since this role involves producing technical documentation, be sure to mention any experience you have with reports, illustrations, or financial calculations. We’re looking for someone who can hit the ground running, so let us know what you’ve got!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It helps us keep everything organised and ensures your application gets the attention it deserves. We can't wait to hear from you!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Financial Stuff
Make sure you brush up on your knowledge of pensions, investments, and financial planning products. Being able to discuss these topics confidently will show that you're serious about the role and understand what it entails.
✨Prepare for Technical Questions
Expect questions about producing reports and technical documentation. Practise explaining your previous experiences in detail, especially any relevant tasks you've handled in financial services administration or paraplanning.
✨Showcase Your Attention to Detail
Since this role requires a strong focus on accuracy, be ready to provide examples of how you've maintained high standards in your work. Discuss specific instances where your attention to detail made a difference in your previous roles.
✨Demonstrate Your Team Spirit
This position involves working closely with a Wealth Manager and other stakeholders. Be prepared to talk about how you've collaborated in the past and how you can contribute to a supportive team environment.
