At a Glance
- Tasks: Shape financial advice and enhance report quality using AI tools.
- Company: Dynamic financial planning firm focused on clarity and staff wellbeing.
- Benefits: Flexi hours, early Friday finishes, health incentives, and competitive salary.
- Other info: Opportunity for career growth and to shape the role as the firm evolves.
- Why this job: Be a key player in transforming financial advice and making a real impact.
- Qualifications: Experience in UK IFA, understanding of FCA standards, and Level 4 Diploma or working towards.
The predicted salary is between 40000 - 45000 £ per year.
Honeycomb is assisting a growing Financial Services practice based in East Belfast to recruit for a Paraplanner to join their high performing wealth team. The role is full time and permanent and offers flexi working hours to accommodate work/life balance.
The Company
Our client is an established independent financial planning firm who are changing the way advice is built and delivered - with a focus on clarity, consistency, quality and efficiency. This has allowed them to grow the business and client base. With a heavy emphasis on staff wellbeing, they have introduced flexi hours working, an early finish at 4pm on a Friday and a range of health benefit incentives.
The Role
This is a hands-on paraplanning role with genuine ownership, not a narrowly defined report-writing position. You will play a central role in shaping how advice is constructed, improving the quality and consistency of suitability reports, and acting as a key support to advisers in turning recommendations into clear, compliant client outcomes. We use AI tools to support drafting and summarisation. Your value is judgement, sense-checking, and ownership of the final output.
Typical duties will include:
- Taking ownership of the structure and quality of suitability reports
- Reviewing adviser recommendations and ensuring they are clearly explained, suitable and consistent
- Using AI tools to support first drafts, summaries and checks - and refining output as needed
- Carrying out product research across pensions and investments
- Acting as the main paraplanning contact point for advisers and administrators
- Spotting gaps, inconsistencies or inefficiencies in the advice process and raising them constructively
This role sits at the heart of advice delivery, not at the end of it.
The Right Person
This role would suit someone who enjoys taking ownership rather than waiting for instruction, is comfortable operating with responsibility and judgement, likes improving how things work, and wants to be closely involved in advice outcomes. Experience working in a UK IFA environment, a solid understanding of FCA suitability standards, confidence reviewing and shaping suitability reports and experience across pensions and investments. Level 4 Diploma or working towards.
Package
Salary: £40 - £45K (subject to experience)
Benefits package
Exam support and CPD
Opportunity to shape and grow the role as the firm evolves
In Summary
This is a role for someone who wants to be involved, trusted and relied upon - and who is motivated by making advice better, clearer and easier to deliver.
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.
Paraplanner TLNT1_NI employer: Honeycomb Jobs Limited
Honeycomb is an exceptional employer, offering a supportive and flexible work environment in East Belfast that prioritises employee wellbeing and work-life balance. With benefits such as early finishes on Fridays, health incentives, and opportunities for professional growth through exam support and CPD, employees are empowered to take ownership of their roles and contribute meaningfully to the firm's innovative approach to financial advice.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner TLNT1_NI
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who work in paraplanning. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by practising common paraplanning scenarios. Think about how you would handle specific situations, like reviewing adviser recommendations or using AI tools. This will show you're ready to take ownership and make a real impact.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Check out our website for roles that fit your skills and aspirations. Tailor your approach to highlight how you can contribute to their mission of clarity and quality in advice delivery.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can keep you top of mind. Mention something specific from your conversation to show you were engaged and are genuinely interested in the role.
We think you need these skills to ace Paraplanner TLNT1_NI
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight your experience in a UK IFA environment and any relevant qualifications, like your Level 4 Diploma.
Showcase Your Ownership:In your application, emphasise your ability to take ownership of tasks. We want to see how you've previously improved processes or taken initiative in your work, as this aligns with our focus on clarity and efficiency.
Be Clear and Concise:When writing your cover letter, keep it straightforward. Clearly explain why you're a great fit for the role and how you can contribute to improving advice delivery. Remember, clarity is key!
Apply Through Our Website:We encourage you to submit your application via our website. This ensures your application goes directly to us, making it easier for us to review and consider you for the role.
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of FCA suitability standards and the specifics of pensions and investments. Being able to discuss these topics confidently will show that you're not just familiar with the role, but that you truly understand the industry.
✨Show Ownership
This role is all about taking ownership, so be prepared to share examples from your past experiences where you've taken initiative. Discuss how you've improved processes or contributed to better outcomes in previous roles, as this aligns perfectly with what they're looking for.
✨Familiarise with AI Tools
Since the company uses AI tools for drafting and summarisation, it’s a good idea to get acquainted with similar technologies. If you have experience using any relevant software, be ready to talk about it and how it helped you in your previous roles.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to paraplanning and how they envision the role evolving. This shows that you're genuinely interested in contributing to their mission of delivering clear and efficient advice.
