At a Glance
- Tasks: Support Financial Advisers and manage client journeys in a dynamic wealth management environment.
- Company: Join a leading UK financial advice practice with a commitment to excellence.
- Benefits: Competitive salary, career development, ongoing training, and employee wellbeing initiatives.
- Other info: Enjoy free parking and a supportive team culture in Newtownards.
- Why this job: Make a real impact in clients' financial lives while growing your career.
- Qualifications: Experience as a Senior FS Admin/Paraplanner and strong communication skills required.
The predicted salary is between 39600 - 48400 £ per year.
Honeycomb is delighted to partner with a Nationwide Wealth Management company to recruit for a Senior FS Admin / Paraplanner. The role is full time and permanent and is based in Newtownards. Free parking is onsite.
The Company
Our client is one of the UK's leading financial advice practices, providing expert advice across mortgages, protection, pensions, investments and financial planning. Established in 2005, our client has grown to support clients throughout Northern Ireland, Scotland and England while maintaining a strong commitment to customer service, integrity and professional excellence.
Role Overview
- Provide comprehensive administrative support to Financial Advisers throughout the client journey.
- Prepare and process new business applications across pensions, investments, protection, and retirement planning.
- Liaise with clients, providers, solicitors, accountants, and other professional contacts to obtain information and progress cases.
- Maintain accurate client records and ensure all documentation is compliant with FCA regulations and internal procedures.
- Conduct anti-money laundering (AML) and Know Your Customer (KYC) checks.
- Obtain and analyse policy information, valuations, fund performance data, and provider illustrations.
- Assist in researching financial products and solutions that meet client objectives.
- Produce suitability report drafts and supporting documentation under the guidance of advisers or senior paraplanners.
- Prepare pension, investment, and protection comparisons using industry research tools.
- Support pension transfer, drawdown, ISA, bond, and investment cases through to completion.
- Monitor pipeline activity, ensuring business is progressed efficiently and clients receive regular updates.
- Ensure all recommendations and documentation comply with FCA requirements, Consumer Duty principles, and internal compliance standards.
- Handle client enquiries professionally and resolve administrative issues promptly.
- Maintain strong working relationships with product providers and platform representatives.
- Assist with cashflow planning data collection and preparation where required.
- Support advisers with ongoing servicing of high-net-worth and retail clients.
- Keep up to date with changes in financial services legislation, FCA regulations, pensions, investments, taxation, and industry best practice.
Skills & Experience
- Previous experience as a Senior FS Admin / Paraplanner in an IFA environment.
- Excellent communication and interpersonal abilities.
- Proficiency in Microsoft Office and business systems.
Package
- Competitive salary and benefits package based on experience.
- Career development and progression opportunities.
- Ongoing professional training and support.
- Company pension scheme.
- Employee wellbeing initiatives.
- Opportunity to join one of the UK's leading financial advice practices.
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 TLNT1_NI in Newtownards employer: Honeycomb Jobs Limited
Joining this leading public sector agency in Belfast offers a unique opportunity to contribute to meaningful employment relations while enjoying a supportive work culture that values professional growth. Employees benefit from a collaborative environment, comprehensive training, and the chance to make a real impact in promoting positive workplace relationships. With a commitment to equality and inclusivity, this organisation ensures that all staff feel valued and empowered in their roles.
StudySmarter Expert Advice🤫
We think this is how you could land Senior FS Admin / Paraplanner TLNT1_NI in Newtownards
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We think you need these skills to ace Senior FS Admin / Paraplanner TLNT1_NI in Newtownards
Some tips for your application 🫡
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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.
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How to prepare for a job interview at Honeycomb Jobs Limited
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