Senior FS Admin​/Paraplanner

Honeycomb is partnering with a nationwide Wealth Management practice based in Newtownards to recruit for a Senior FS Admin / Junior Paraplanner. The role is full time and permanent, onsite, with free parking.
The Company

Our client is an established nationwide financial planning company with a centralised administration office based in Newtownards. They are heavily invested in their staff and offer excellent development opportunities with support with professional certifications. The company is an aggressive growth phase and are adding experienced Administrators / Paraplanners to their New Business Team, making it an ideal time to join the business.

The position sits within the New Business Team and will support a number of Financial Advisors with administration and paraplanning duties.

Duties will include:

• Processing New Business
• Preparing suitability reports and recommendation documents
• Producing client illustrations and financial calculations
• Researching pension and investment solutions
• Supporting the preparation of advice recommendations
• Liaising with providers and internal stakeholders
• Ensuring all documentation meets regulatory requirements
• Assisting with pension and investment administration where required
• Maintaining accurate client records and files
• Supporting the Wealth Manager throughout the advice process

Essential Criteria

• Previous experience within Financial Services Administration or Paraplanning
• Strong understanding of pensions and investments
• Good technical knowledge of financial planning products and legislation
• Experience producing reports, illustrations or technical documentation would be advantageous
• Strong attention to detail and organisational skills
• Excellent communication and relationship-building abilities
• A positive attitude and willingness to learn
• Looking for a long-term career within financial services

The Package

• Pension contribution scheme
• Annual leave entitlement with service-related increases
• Free on-site parking
• Monday to Friday working hours
• Supportive and collaborative team environment
• Excellent opportunity for career development within financial planning

How to Apply

To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.

Disclaimer

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 equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role.

Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.

Skills:
Paraplanner Client Executive Relationship Manager Level 4 Diploma Financial Services Wealth Management