Senior FS Admin/Paraplanner

Senior Financial Services Administrator / ParaplannerHoneycomb is delighted to be partnering with an established and highly respected financial planning organisation in the recruitment of a Senior Financial Services Administrator / Paraplanner. This is an excellent opportunity for an experienced financial services professional to join a growing South Belfast organisation with a strong reputation across pensions, investments and wealth management. The successful candidate will work closely with experienced Financial Advisers and will take responsibility for more complex administration, technical support and elements of paraplanning. This opportunity would particularly suit someone who wants to continue developing technically and potentially progress towards becoming a Financial Advisor.The RoleWorking as part of an experienced financial planning team, the successful candidate will provide high-level administrative and technical support throughout the client journey. Responsibilities will include:Supporting Financial Advisers with client casesProcessing new business applicationsPreparing client documentationCompleting and maintaining fact findsPreparing risk profilesProducing reports and supporting suitability documentationPreparing information ahead of client appointmentsObtaining and analysing information from providersSupporting pension and investment casesMaintaining accurate client recordsLiaising with clients and providersProviding technical support to the wider ..... full job details .....