Senior FS Admin / Paraplanner

Honeycomb is delighted to partner with a Nationwide Wealth Management company to recruit for a Senior FS Admin / Paraplanner. The role is full time and permanent and is based in Newtownards. Free parking is onsite.The CompanyOur client is one of the UK''s leading financial advice practices, providing expert advice across mortgages, protection, pensions, investments and financial planning. Established in 2005, our client has grown to support clients throughout Northern Ireland, Scotland and England while maintaining a strong commitment to customer service, integrity and professional excellence.Role Overview Provide comprehensive administrative support to Financial Advisers throughout the client journey.Prepare and process new business applications across pensions, investments, protection, and retirement planning.Liaise with clients, providers, solicitors, accountants, and other professional contacts to obtain information and progress cases.Maintain accurate client records and ensure all documentation is compliant with FCA regulations and internal procedures.Conduct anti-money laundering (AML) and Know Your Customer (KYC) checks.Obtain and analyse policy information, valuations, fund performance data, and provider illustrations.Assist in researching financial products and solutions that meet client objectives.Produce suitability report drafts and supporting documentation under the guidance of advisers or senior paraplanners.Prepare pension, investment, and protection ..... full job details .....