Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Senior fs admin / trainree paraplanner

Belfast
Permanent
€35,000 a year
Posted: 8h ago
Offer description

Honeycomb is delighted to partner with a leading Financial Services company to recruit for a Senior FS Administrator / Trainee Paraplanner to join their team based in East Belfast. The role is full time, permanent and office based. The Company Our client is a dynamic, client-focused financial planning firm dedicated to delivering expert advice and exceptional service. They are seeking a motivated individual to join their team as a Client Support & Paraplanner. This role is open to both those looking to start their paraplanning career (trainee) and experienced, qualified paraplanners seeking a broader client support remit. The Role As a Trainee Paraplanner & Administrator, you will: Support Financial Advisers by conducting research, preparing technical analysis, and drafting clear, compliant reports. Manage client files and records, ensuring all documentation is accurate and up to date. Handle a range of administrative tasks, from onboarding new clients to preparing for annual reviews and maintaining ongoing service delivery. Liaise with product providers, platforms, and clients to gather information and resolve queries. Prepare files for adviser meetings, including portfolio reports and compliance checks. Ensure all processes meet regulatory and internal compliance standards. Proactively identify and implement improvements in workflows and client service delivery. Take on any other reasonable tasks as requested by management. Criteria Minimum 2 years' experience in financial services, ideally within an IFA or wealth management environment. Experience in both paraplanning (pensions, investments, protection) and administration. Level 4 Diploma in Regulated Financial Planning (or working towards it). Strong organisational skills, attention to detail, and ability to manage multiple priorities. Excellent written and verbal communication skills. Proactive, self-motivated, and committed to ongoing professional development. Thorough understanding of compliance requirements. Package Competitive salary and benefits package. Generous holiday allowance. Flexible working hours (with office-based core). Funded professional development and qualifications. Supportive, collaborative team culture. How to Apply To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs. Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Honeycomb is committed to providing equality of opportunity to all. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding. Skills: Trainee Parplanner Senior Financial Services Administrator FS Administrator Advisor Support

Apply
Create E-mail Alert
Job alert activated
Saved
Save
See more jobs
Similar jobs
jobs Belfast
jobs Antrim
jobs Northern Ireland
Home > Jobs > Senior FS Admin / Trainree Paraplanner

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2025 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save