At a Glance
- Tasks: Support Financial Advisers and manage complex administration in a dynamic financial planning team.
- Company: Join a respected financial planning organisation in South Belfast with a strong reputation.
- Benefits: Hybrid working, career development opportunities, and support for financial qualifications.
- Other info: Proactive individuals will thrive in this supportive and growth-focused environment.
- Why this job: Grow your skills and potentially become a Financial Adviser while making a real impact.
- Qualifications: Experience in financial planning or paraplanning; strong communication and report-writing skills.
The predicted salary is between 29700 - 36300 £ per year.
Honeycomb is delighted to be partnering with an established and highly respected financial planning organisation in the recruitment of a Senior Financial Services Administrator / Paraplanner. This is an excellent opportunity for an experienced financial services professional to join a growing South Belfast organisation with a strong reputation across pensions, investments and wealth management.
The successful candidate will work closely with experienced Financial Advisers and will take responsibility for more complex administration, technical support and elements of paraplanning. This opportunity would particularly suit someone who wants to continue developing technically and potentially progress towards becoming a Financial Advisor.
The Role
Working as part of an experienced financial planning team, the successful candidate will provide high-level administrative and technical support throughout the client journey. Responsibilities will include:
- Supporting Financial Advisers with client cases
- Processing new business applications
- Preparing client documentation
- Completing and maintaining fact finds
- Preparing risk profiles
- Producing reports and supporting suitability documentation
- Preparing information ahead of client appointments
- Obtaining and analysing information from providers
- Supporting pension and investment cases
- Maintaining accurate client records
- Liaising with clients and providers
- Providing technical support to the wider administration team
- Supporting paraplanning activity where required
- Providing additional technical cover when other members of the team are unavailable
Depending on the successful candidate's experience, there will also be opportunities to become increasingly client-facing.
The Person
The successful candidate will have previous experience within financial planning, wealth management, pensions, investments or an IFA environment. Applications are welcomed from:
- Senior Financial Services Administrators
- Technical Administrators
- Junior Paraplanners
- Experienced Paraplanners
- Candidates progressing through professional financial planning qualifications
Level 4 is not essential, provided the individual has the appropriate technical knowledge and experience. The organisation is particularly interested in candidates who demonstrate:
- Strong pensions and investment knowledge
- Experience supporting Financial Advisers
- Excellent report-writing and administration skills
- Strong attention to detail
- Confidence dealing with technical financial information
- Excellent communication skills
- A proactive and commercial mindset
- The ability to take ownership of work
- A genuine desire to continue learning and progressing
Personality is extremely important. The organisation values people who are proactive, dependable and willing to take responsibility rather than waiting to be directed at every stage.
Adviser Career Pathway
One of the major attractions of this opportunity is the potential career pathway. The organisation is keen to develop technically capable individuals into future Financial Advisers and can support employees through:
- Level 4 Financial Planning qualifications
- Further technical development
- Level 6 qualifications
- Adviser development and client exposure
Candidates who already have strong paraplanning experience but ultimately want to move into advice would therefore be particularly well suited.
Working Arrangements
Hybrid On-site parking is available.
To Speak in Absolute Confidence Please contact Sam Evans, Recruitment Consultant at Honeycomb.
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Senior FS Admin/Paraplanner in Newtownabbey employer: Honeycomb Jobs Limited
Join a highly respected financial planning organisation in South Belfast, where you will be part of a dynamic team dedicated to excellence in pensions, investments, and wealth management. The company fosters a supportive work culture that prioritises employee growth, offering clear pathways to advance towards becoming a Financial Advisor while providing ongoing technical development and qualifications. With a focus on proactive and dependable individuals, this role not only promises meaningful work but also the chance to thrive in a collaborative environment that values your contributions.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FS Admin/Paraplanner in Newtownabbey
✨Tap into Campus Networks
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✨Get Certified
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We think you need these skills to ace Senior FS Admin/Paraplanner in Newtownabbey
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.
