At a Glance
- Tasks: Support advisers in preparing client documentation and financial planning reports.
- Company: Established Wealth Management firm with a fresh approach to financial planning.
- Benefits: Competitive salary, exam funding, generous leave, and a 35-hour work week.
- Other info: Collaborative team environment with opportunities for professional growth.
- Why this job: Gain valuable exposure to financial planning and develop your technical knowledge.
- Qualifications: Experience in financial services and strong attention to detail required.
The predicted salary is between 40500 - 49500 £ per year.
Honeycomb is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit for a Junior Paraplanner to support the continued growth of the business. This full-time, permanent opportunity would suit someone with experience in financial services administration or paraplanning support who is keen to work closely with advisers and technical specialists in a highly respected firm. The role offers strong exposure to the financial planning process and would particularly appeal to someone looking to develop their technical knowledge and progress within the industry over time.
Our client offers a fresh approach to traditional financial planning, with a bespoke advice process at the heart of what they do. With impressive growth projections, this is an excellent opportunity to join a collaborative team environment where you will gain valuable exposure to the technical side of financial planning.
What you'll be doing:
- Supporting advisers and technical specialists with the preparation of client documentation and financial planning reports
- Conducting research across pensions, investments and protection products
- Assisting with the preparation of suitability reports and financial planning documentation
- Managing workflow and ensuring all client work is completed accurately and efficiently
- Maintaining client records and ensuring processes are compliant with FCA and internal compliance standards
- Liaising with advisers, providers and internal teams to help deliver positive outcomes for clients
What you need to apply:
- Previous experience within financial services administration, wealth management or paraplanning support
- Strong attention to detail and an interest in the technical side of financial planning
- Progress toward or interest in completing Level 4 Diploma qualifications would be advantageous
- Excellent communication and organisational skills
- Experience with systems such as FE Analytics, Intelligent Office, Voyant or similar would be beneficial
What's in it for you:
- Very competitive salary
- 35-hour working week, Monday - Friday, 9am - 5pm with 1 day working from home
- Exam funding and study support for professional qualifications
- Generous annual leave allowance
Techinical Paraplanner employer: Honeycomb
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