At a Glance
- Tasks: Support financial advisers with client service and administrative tasks in a dynamic environment.
- Company: Join a leading Financial Services company with a strong team culture.
- Benefits: Hybrid working, competitive salary, pension, and generous holiday allowance.
- Other info: Exciting career growth opportunities in a supportive and inclusive workplace.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 5 GCSEs including Maths and English; pursuing finance qualifications is a plus.
The predicted salary is between 30000 - 35000 € per year.
Honeycomb is partnering with a Financial Services company to recruit for a Senior FS Admin / Paraplanner for a practice based in North Down. The role is full time and permanent.
The Client
Our client has an office based in North Down and is part of a wider UK group.
The Role
This role is responsible for providing efficient and effective administrative and/or paraplanning support to a team of advisers and paraplanners. The role is focused on client service and client retention, ensuring that promises to clients are delivered. With traditional mailing and telephone calls, the role holder will ensure that clients are offered their regular financial reviews, collate review packs, and maintain the client records system to enable swift and accurate management information is available to Senior Managers.
Principle Objectives and Responsibilities include the following:
- Providing research, analysis & technical support
- Preparing recommendation reports
- Maintaining client records
- Analysing clients' circumstances, objectives & risk profile
- Identifying missing client information pertinent to formulating recommendations
- Liaising with financial advisers to query/challenge proposed recommendations where necessary
- Providing research on all relevant advice areas, products, and investment solutions
- Preparing information/comparisons, ready for analysis by the adviser
- Cashflow modelling analysis
- Producing client suitability reports confirming new recommendations in accordance with the Company's internal standards and compliance procedures
- Obtaining accurate illustrations, key features, and other relevant paperwork for advisers' presentation meetings with clients
- Assisting in the completion of remedial actions following quality checking
- Maintaining accurate and up-to-date client and plan records on back-office system, and ensuring review invites issued and documentation prepared
- Ensuring all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
- Creating, managing, and completing tasks on the back-office system in accordance with Company procedures
Qualifications
Essential - 5 GCSEs or equivalent (including Maths and English)
Desirable: Diploma Level Qualified, or attainment of or studying towards CII, Chartered Status, RO exams or qualifications equivalent.
Package
Hybrid working £30 - £35K DOE 5% pension 23 days holidays + stats Death in Service, Critical Illness, PHI, and Health Cash plan
How to Apply
To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.
Disclaimer
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.
Senior FS Admin / Paraplanner in Newtownards employer: Honeycomb Jobs Limited
Honeycomb offers a dynamic and supportive work environment for the Senior FS Admin / Paraplanner role in North Down, where employees are valued for their contributions to client service and retention. With a focus on professional development, the company provides opportunities for growth through ongoing training and qualifications, alongside a competitive benefits package that includes hybrid working, generous holiday allowance, and health plans. Join a team that prioritises collaboration and excellence, ensuring you can thrive in your career while making a meaningful impact in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FS Admin / Paraplanner in Newtownards
✨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 lookout 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 knowledge of client service and retention strategies. Be ready to discuss how you can ensure clients receive their regular financial reviews and how you handle client records efficiently. Show them you’re the perfect fit!
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values and career goals. Check out our website for opportunities that match your skills and aspirations. Tailor your approach to each company to stand out from the crowd!
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way in leaving a positive impression. Mention something specific from your conversation to remind them of your enthusiasm for the role and your fit for the team.
We think you need these skills to ace Senior FS Admin / Paraplanner in Newtownards
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Senior FS Admin / Paraplanner role. Highlight relevant experience and skills that match the job description, like client service and administrative support. 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 the perfect fit for this role. Share specific examples of your past work that align with the responsibilities listed in the job description. Let us know what makes you tick!
Showcase Your Qualifications:Don’t forget to mention your qualifications, especially if you have any relevant certifications or are studying towards them. This is key for us as we look for someone who meets the essential and desirable criteria outlined in the job description.
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. Plus, it’s super easy!
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Stuff
Make sure you brush up on financial services terminology and the specific responsibilities of a Senior FS Admin / Paraplanner. Familiarise yourself with client service strategies and how to maintain accurate records, as these are key aspects of the role.
✨Showcase Your Skills
Prepare examples from your past experience that demonstrate your ability to provide research, analysis, and technical support. Be ready to discuss how you've successfully managed client relationships and ensured compliance with internal standards.
✨Ask Smart Questions
Think of insightful questions to ask during the interview. This could be about the company's approach to client retention or how they handle compliance procedures. It shows you're genuinely interested and have done your homework.
✨Dress the Part
Even if the company has a relaxed dress code, it's always better to err on the side of professionalism for an interview. A smart outfit can help make a great first impression and show that you take the opportunity seriously.
