Junior Paraplanner

Honeycomb is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit a Junior Paraplanner to support the continued growth of the business.
This opportunity would suit someone with experience in paraplanning or financial planning support who is keen to work closely with advisers and technical specialists within a highly respected firm. Experience in cash flow calculations and preparing suitability reports is essential.
Our client offers a fresh approach to traditional financial planning, with a bespoke advice process at the heart of what they do. With strong growth plans, this is an excellent opportunity to join a collaborative team and further develop your technical knowledge.
What you'll be doing:

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  Preparing suitability reports and supporting financial planning documentation
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  Completing cash flow calculations to support client financial plans
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  Conducting research across pensions, investments and protection products
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  Supporting advisers and technical specialists with client reviews and recommendations
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  Managing workflow and ensuring client work is completed accurately and efficiently
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  Maintaining accurate client records in line with FCA requirements and internal compliance standards
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  Liaising with advisers, providers and internal teams to deliver positive outcomes for clients

What you need to apply:

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  Previous experience within paraplanning or technical financial planning support
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  Essential experience in cash flow calculations and preparing suitability reports
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  Strong attention to detail and an interest in the technical side of financial planning
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  Progress towards, or an interest in completing, Level 4 Diploma qualifications
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  Excellent communication and organisational skills
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  Experience with systems such as FE Analytics, Intelligent Office, Voyant or similar would be beneficial

What's in it for you:

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  £40,000 salary
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  35-hour working week, Monday-Friday, 9am-5pm
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  Option for hybrid working
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  25 days' annual leave
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  Exam funding and study support for professional qualifications
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  Opportunity to develop within an established and growing Wealth Management firm

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.