At a Glance
- Tasks: Support financial advisers by managing client records and preparing recommendation reports.
- Company: Join a leading Financial Services company with a supportive team in North Down.
- Benefits: Hybrid working, competitive salary, pension, and generous holiday allowance.
- Other info: Enjoy a dynamic work environment with opportunities for career growth.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: 5 GCSEs including Maths and English; experience in financial services 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.
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.
- 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:
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.
Disclaimer
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Skills: FS Admin, Financial Services, Wealth, IFA, Paraplanner, Investments
Senior FS Admin / Paraplanner JBLE1_NI 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 encouraged to grow and develop their skills within the financial services sector. With a competitive salary, hybrid working options, and a comprehensive benefits package including pension contributions and health plans, this company prioritises employee well-being and professional development, making it an excellent choice for those seeking a rewarding career in finance.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FS Admin / Paraplanner JBLE1_NI 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 opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Tailor your answers to show how your skills as a Senior FS Admin / Paraplanner align with their needs. We want to see that you’re genuinely interested in the role!
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience and skills confidently when it counts.
✨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 take the initiative to connect directly with us.
We think you need these skills to ace Senior FS Admin / Paraplanner JBLE1_NI in Newtownards
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Senior FS Admin / Paraplanner role. Highlight your financial services background and any relevant qualifications to catch our eye!
Showcase Your Skills:In your application, don’t just list your duties from previous jobs. Instead, showcase how your skills in research, analysis, and client management can benefit us at StudySmarter. We love seeing real examples!
Keep It Professional Yet Personal:While we want a professional tone, don’t be afraid to let your personality shine through. A bit of warmth and authenticity can make your application stand out in a sea of formal submissions.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role without any hiccups!
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 common financial products and investment solutions, as well as the compliance procedures mentioned in the job description.
✨Showcase Your Analytical Skills
Be prepared to discuss your experience with research, analysis, and technical support. Think of examples where you've successfully analysed client circumstances or prepared recommendation reports, and be ready to share these during the interview.
✨Demonstrate Attention to Detail
Since maintaining accurate client records is crucial, highlight your organisational skills and attention to detail. You might want to mention any systems or processes you've implemented in previous roles that helped improve accuracy and efficiency.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client management and how they ensure compliance. This shows your genuine interest in the role and helps you assess if the company is the right fit for you.
