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For Companies At a Glance
- Tasks: Take ownership of suitability reports and improve advice delivery with innovative tools.
- Company: Dynamic financial services firm focused on clarity and staff wellbeing.
- Benefits: Flexible working hours, early finishes, health incentives, and exam support.
- Other info: Opportunity for career growth and to influence the future of financial advice.
- Why this job: Be a key player in shaping financial advice and making a real impact.
- Qualifications: Experience in UK IFA environment and understanding of FCA standards.
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.
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 in Belfast employer: Honeycomb Jobs
Contact Detail:
Honeycomb Jobs Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Belfast
✨Tip Number 1
Network like a pro! Reach out to people in the financial services sector, especially those who work as paraplanners or in similar roles. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Show off your skills! When you get the chance to meet potential employers, whether at networking events or interviews, be ready to discuss how you've used your judgement and ownership in past roles. This will highlight your fit for the hands-on nature of the paraplanner position.
✨Tip Number 3
Don’t just apply anywhere; focus on companies that align with your values. Since this role emphasises clarity and quality, make sure to express your passion for improving advice delivery when you apply through our website.
✨Tip Number 4
Prepare for the interview by brushing up on FCA suitability standards and product research across pensions and investments. Being well-versed in these areas will show you're serious about taking ownership in the role and making a real impact.
We think you need these skills to ace Paraplanner in Belfast
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 the 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.
Be Clear and Concise: When writing your cover letter, keep it clear and to the point. We appreciate straightforward communication, so make sure you explain why you're a great fit for the role without unnecessary fluff.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role.
How to prepare for a job interview at Honeycomb Jobs
✨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. Highlight situations where you've improved processes or outcomes, as this aligns perfectly with what the company is looking for.
✨Familiarise with AI Tools
Since the company uses AI tools for drafting and summarisation, it’s a good idea to familiarise yourself with similar technologies. If you have experience using any relevant software, be sure to mention it during the interview to demonstrate your adaptability.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to advice delivery and how they measure success. This shows that you're genuinely interested in the role and are thinking critically about how you can contribute to their mission of clarity and efficiency.