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 CompanyOur 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 RoleThe 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 documentsProducing client illustrations and financial calculationsResearching pension and investment solutionsSupporting the preparation of advice recommendationsLiaising with providers and internal stakeholdersEnsuring all documentation meets regulatory requirementsAssisting with pension and investment administration where requiredMaintaining accurate client records and filesSupporting the Wealth Manager throughout the advice processEssential CriteriaPrevious experience within Financial Services Administration or ParaplanningStrong understanding of pensions and investmentsGood technical ..... full job details .....