Junior Paraplanner

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. The ClientOur 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. The RoleSupporting advisers and technical specialists with the preparation of client documentation and financial planning reportsConducting research across pensions, investments and protection productsAssisting with the preparation of suitability reports and financial planning documentationManaging workflow and ensuring all client work is completed accurately and efficientlyMaintaining client records and ensuring processes are compliant with FCA and internal compliance standardsLiaising with advisers, providers and internal teams to help deliver ..... full job details .....