Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support financial advisers and manage client records in a busy financial planning practice.
- Company: Boutique financial firm known for exceptional personal service and a supportive team.
- Benefits: 22 days annual leave, free parking, pension contributions, and exam support.
- Why this job: Join a friendly team and gain valuable experience in financial administration and paraplanning.
- Qualifications: 2-3 years in a financial advisory firm and proficiency in CRM systems.
- Other info: Hybrid role with opportunities for professional growth and a positive work environment.
The predicted salary is between 24000 - 36000 £ per year.
Overview
The Client
Our client is a boutique firm offering a consistently high level of personal service. This gives both private and corporate clients confidence that their financial affairs are handled with the highest degree of competence and efficiency. Our client has recently expanded and moved to new premises near the city centre. They have an excellent team and offer a friendly and supportive working environment.
The Role
We are recruiting for a hybrid Financial Administrator/Trainee Paraplanner to support the advisers and management in a busy financial planning practice.
Main Responsibilities
- Processing New Business applications/income withdrawals
- Maintaining client records in line with internal policies and processes and GDPR guidelines
- Responding to client enquiries and resolving client issues in a professional manner
- Requesting plan information from product providers and sending off letters of authority
- Working alongside financial advisers to obtain information as part of the process of creating financial reports
- Issuing invoices and receipts for client fees
- Answering and directing incoming telephone calls to the office
- Performing general office administration duties and various tasks upon request that may be required to assist the business
Paraplanning Responsibilities
- Preparing suitability reports for new business cases
- Preparing suitability reports for income withdrawals from drawdown plans (including cashflow models)
- Preparing post annual review suitability reports where further action is needed, for example fund switches or portfolio rebalancing
Requirements
- Prior experience of working in a financial advisory firm is essential (2-3 years)
- Proficient in a financial services CRM / back-office system
- Proficient in Microsoft Office applications, including Outlook, Word and Excel
- Good attention to detail and accuracy
- Excellent time management skills
- Positive attitude
- Ability to manage own workload
- Experience of preparing suitability reports and cashflow models
Package
- 22 days annual leave plus bank holidays
- Free onsite parking
- 10% Employer pension contribution to the company workplace scheme
- 4x Death in service
- Group PMI plan
- Paid support with CII/PFS exams
- Salary is negotiable
- Discretionary bonus
Financial Administrator/ Trainee Paraplanner in Belfast employer: Honeycomb
Contact Detail:
Honeycomb Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Administrator/ Trainee Paraplanner in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services industry and let them know you're on the hunt for a Financial Administrator/Trainee 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 financial products and services. Since this role involves preparing suitability reports and working closely with advisers, being able to discuss these topics confidently will set you apart from other candidates.
✨Tip Number 3
Showcase your attention to detail! During interviews, be ready to share examples of how you've maintained client records or handled sensitive information in previous roles. This will demonstrate that you understand the importance of accuracy in a financial setting.
✨Tip Number 4
Don't forget to apply through our website! We make it easy for you to find and apply for the perfect role. Plus, it shows you're genuinely interested in joining our team and helps us keep track of your application.
We think you need these skills to ace Financial Administrator/ Trainee Paraplanner in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Administrator/Trainee Paraplanner role. Highlight your relevant experience in financial advisory firms and showcase your skills with CRM systems and Microsoft Office applications.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for our team. Mention your attention to detail, time management skills, and positive attitude, and how they align with our friendly and supportive working environment.
Showcase Your Experience: When detailing your previous roles, focus on specific tasks that relate to the responsibilities listed in the job description. Talk about your experience with processing applications, maintaining client records, and preparing suitability reports to demonstrate your competence.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Honeycomb
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge, especially around suitability reports and cashflow models. Familiarise yourself with the latest trends in financial services and be ready to discuss how your previous experience aligns with the role.
✨Showcase Your Attention to Detail
Since this role requires a high level of accuracy, prepare examples that demonstrate your attention to detail. Think about times when you caught errors or improved processes in your previous roles, and be ready to share these during the interview.
✨Practice Your Communication Skills
You'll need to respond to client enquiries and resolve issues professionally. Practise articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend to refine your responses and ensure you come across as approachable and knowledgeable.
✨Ask Insightful Questions
Prepare thoughtful questions about the company culture, team dynamics, and the specific challenges they face in financial planning. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
