Junior Paraplanner

4 Days Old

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 If you would like more information please contact Sam Evans at Skills: Paraplanner/Administrator/Pensions and Investments
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Location:
Belfast
Job Type:
FullTime
Category:
Banking | Financial Advice

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