Financial Planning Success Associate

Financial Planning Success AssociateBelfast Remote and Flexible Working Available Competitive Salary + Equity OptionsHoneycomb is delighted to be partnering with an exciting Belfast-based Tech business as they continue to grow their team.This is a genuinely unique opportunity for someone from an IFA, Wealth Management or Financial Planning background who enjoys the technical side of financial advice but is looking for something different from a traditional advisory support role.Working at the intersection of financial services and technology, you''ll help some of the UK''s leading advice firms adopt innovative AI-driven solutions that streamline processes, improve client outcomes and reduce administration.The RoleYou''ll become the bridge between financial advisers, paraplanners and technology, helping firms successfully implement and maximise the value of the platform.Using your experience of the advice process, you''ll work closely with clients to support on-boarding, training and ongoing success. You''ll understand the challenges advisers and support teams face because you''ve likely been there yourself.This role would suit someone who has experience producing suitability reports, carrying out research, preparing illustrations and calculations, supporting advisers and navigating the regulatory requirements of the UK advice market.Alongside supporting clients, you''ll also play a key role in shaping future product development by providing practical insight from a ..... full job details .....