At a Glance
- Tasks: Support a Wealth Manager by preparing reports and managing client documentation.
- Company: Reputable financial planning firm with a collaborative and supportive culture.
- Benefits: Pension scheme, annual leave increases, free parking, and career development opportunities.
- Other info: Ideal for those seeking long-term careers in financial services.
- Why this job: Join a dynamic team and make a real impact in clients' financial journeys.
- Qualifications: Experience in Financial Services Administration or Paraplanning with strong attention to detail.
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 Newtownabbey 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 Newtownabbey
✨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 can help you stand out.
✨Tip Number 3
Practice your responses to common interview questions, especially those related to pensions and investments. Use the STAR method (Situation, Task, Action, Result) to structure your answers and highlight your skills effectively.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities that might just be the perfect fit for you. Plus, it’s a great way to show your enthusiasm for joining our team.
We think you need these skills to ace Senior FS Admin/Paraplanner in Newtownabbey
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 services and how you can contribute to the team’s success at our client’s firm.
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 that you’ve got the chops to support the Wealth Manager effectively!
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s quick and easy, and we’ll be able to review your application faster. Don’t miss out on this fantastic opportunity!
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 the industry.
✨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
This role requires strong organisational skills and a keen eye for detail. Be ready to provide examples of how you've maintained accurate records or ensured compliance with regulatory requirements in your past roles.
✨Demonstrate Your Team Spirit
Since you'll be working closely with a Wealth Manager, highlight your communication and relationship-building skills. Share examples of how you've collaborated with colleagues or supported team efforts in previous positions.
