At a Glance
- Tasks: Manage client applications, produce documentation, and support financial advisers.
- Company: Respected Independent Financial Adviser practice in Belfast.
- Benefits: Full training, career progression, and support towards professional qualifications.
- Other info: Friendly environment with long-term career prospects.
- Why this job: Kickstart your career in financial services with hands-on experience and growth opportunities.
- Qualifications: Strong communication skills and a willingness to learn; experience is a plus but not essential.
The predicted salary is between 25000 - 32000 £ per year.
Location: Holywood Road, Belfast
Hours: Full-Time | Monday to Friday | 9.00am - 5.00pm
Salary: Competitive
Honeycomb is delighted to be partnering with a well-established and highly respected Independent Financial Adviser practice to recruit a Financial Services Administrator / Trainee Paraplanner. This is an excellent opportunity for someone looking to build a long-term career within financial services. Whether you already have experience in financial services administration or are looking to take your first step into the industry, this role offers structured training, genuine career progression and exposure to all areas of financial planning.
The successful candidate will initially support the protection side of the business, learning how to manage applications, liaise with clients and insurers, and maintain accurate records. Over time, the role will expand to include pensions, investments, mortgages, technical report preparation and paraplanning responsibilities.
The Role
- Managing protection applications from submission through to completion
- Producing quotations, illustrations and client documentation
- Liaising with clients, insurers and providers
- Monitoring underwriting requirements and policy progress
- Maintaining compliant client records and back-office systems
- Assisting with trust documentation and suitability reports
- Managing diaries, appointments and client communications
- Answering incoming calls and welcoming clients to the office
- Supporting advisers with day-to-day administrative requirements
- General office administration and business support
About You
- Strong communication and interpersonal skills
- Excellent attention to detail and organisational ability
- A professional and personable approach
- Confidence dealing with clients both face-to-face and over the phone
- A willingness to learn and take ownership of responsibilities
- A genuine interest in building a career within financial services
- Previous experience within financial services, banking, mortgages, insurance or an IFA environment would be advantageous but is not essential.
What's on Offer?
- Full training and ongoing support
- Exposure to experienced Financial Advisers
- Career progression towards paraplanning and wider financial planning support
- Support towards professional qualifications
- Increasing responsibility as your knowledge and experience develop
- A friendly, supportive and professional working environment
- Long-term career prospects within an established and respected business
If you're looking for a role where you can learn, develop and build a genuine career within financial services, we'd love to hear from you.
To apply or find out more, contact: Sam Evans 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 equal opportunities to all applicants.
Financial Services Administrator / Trainee Paraplanner TLNT1_NI in Belfast employer: IrishJobs
Honeycomb offers an exceptional working environment for those looking to embark on a rewarding career in financial services. With structured training, ongoing support, and clear pathways for career progression, employees can expect to grow their skills while being part of a friendly and professional team in the vibrant location of Holywood Road, Belfast. The company is dedicated to fostering a culture of learning and development, making it an ideal choice for aspiring financial professionals.
