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- Tasks: Support Financial Advisors with pensions and financial planning administration.
- Company: Well-established financial planning firm in Belfast with a collaborative culture.
- Benefits: Competitive salary, 20 days holiday, on-site parking, and supportive team environment.
- Why this job: Join a close-knit team and make a real impact in financial planning.
- Qualifications: Experience in pensions or paraplanning and Level 4 Diploma in Financial Planning.
- Other info: Opportunity for career growth in a dynamic financial planning practice.
The predicted salary is between 30000 - 40000 £ per year.
Honeycomb is delighted to be partnering with a well-established financial planning firm based in Belfast to recruit for a Senior Pensions Administrator.
The Client
Our client is a highly respected and close-knit financial planning practice, with a strong team of Financial Advisors and administrative professionals supporting a growing client base. They offer a collaborative environment where technical support staff play a key role in the advice process, working closely with advisors to deliver high-quality, compliant financial planning solutions to clients.
The Role
This is a key position within the business, supporting a pool of Financial Advisors with technical pensions and financial planning administration. You will play an integral role in ensuring clients receive well-informed, compliant advice, while maintaining high standards of accuracy and service.
Duties will include:
- Help preparing suitability reports and technical documentation for client recommendations
- Producing illustrations, key features and supporting documentation for client meetings
- Conducting research across pensions, investments, protection and wider financial planning areas
- Analysing client circumstances, objectives and risk profiles
- Supporting advisors with comparisons, technical queries and case preparation
- Maintaining accurate and up-to-date client records on internal systems
- Ensuring all work aligns with FCA regulations and internal compliance standards
Essential Criteria
- Previous experience in a technical pensions or paraplanning role within an IFA or wealth management environment
- Level 4 Diploma in Financial Planning (or working towards)
- Strong knowledge of pensions and wider financial planning products
- Excellent attention to detail with strong report writing ability
- Strong organisational skills with the ability to manage multiple cases
- Confident communicator, comfortable working closely with advisors and wider teams
The Package
- Competitive salary (dependent on experience)
- 20 days holiday + statutory, with additional leave based on service
- On-site parking
- Opportunity to work within a supportive and collaborative financial planning team
To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Sam Evans at sam.e@honeycomb.jobs or call 02890131227.
Senior pensions administrator in Belfast employer: Honeycomb
Contact Detail:
Honeycomb Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior pensions administrator in Belfast
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who work with pensions. A friendly chat can lead to insider info about job openings that aren’t even advertised yet.
✨Tip Number 2
Prepare for interviews by brushing up on your technical knowledge. Make sure you can confidently discuss pensions and financial planning products. We want you to shine when they ask about your experience and how you can support their advisors.
✨Tip Number 3
Showcase your attention to detail! Bring examples of your previous work, like reports or documentation you've prepared. This will demonstrate your ability to maintain high standards and accuracy, which is crucial for the role.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to help you every step of the way, so don’t hesitate to reach out if you have questions.
We think you need these skills to ace Senior pensions administrator in Belfast
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experience that match the Senior Pensions Administrator role. Highlight your previous experience in pensions or paraplanning, and don’t forget to mention your Level 4 Diploma if you have it!
Showcase Your Attention to Detail: Since this role requires a keen eye for detail, include examples in your application that demonstrate your accuracy in report writing and managing client records. We love seeing how you’ve maintained high standards in your past roles!
Communicate Clearly: As a confident communicator, your written application should reflect that. Use clear and concise language, and make sure to express your enthusiasm for working closely with advisors and clients. We want to see your personality shine through!
Apply Through Our Website: We encourage you to apply directly through our website for a smoother process. It’s the best way to ensure your application gets into the right hands quickly. Plus, it shows you’re proactive and keen to join our team!
How to prepare for a job interview at Honeycomb
✨Know Your Pensions Inside Out
Make sure you brush up on your knowledge of pensions and financial planning products. Be ready to discuss specific examples from your previous experience that demonstrate your expertise in this area. This will show the interviewers that you’re not just familiar with the concepts, but that you can apply them effectively.
✨Prepare for Technical Questions
Expect to face technical questions related to pensions administration and compliance standards. We recommend reviewing FCA regulations and internal compliance practices. Practising how you would handle real-life scenarios can help you articulate your thought process during the interview.
✨Showcase Your Attention to Detail
Since accuracy is key in this role, be prepared to discuss how you ensure precision in your work. Bring examples of reports or documentation you've produced that highlight your attention to detail. This will reassure the interviewers that you can maintain high standards in your administrative tasks.
✨Demonstrate Your Team Spirit
This position involves working closely with Financial Advisors and other team members. Share experiences where you collaborated effectively in a team setting. Highlighting your communication skills and ability to support others will resonate well with the collaborative environment they value.