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

Senior fs admin/paraplanner

Belfast
Honeycomb Jobs Limited
€40,000 a year
Posted: 11 June
Offer description

Senior FS Administrator / Paraplanner Honeycomb is delighted to be partnering with a highly respected and long-established Financial Planning firm to recruit a Senior FS Administrator / Paraplanner to join their growing team based in Belfast. This is an excellent opportunity for an experienced Financial Services Administrator looking to take the next step into paraplanning, or for an established Paraplanner seeking a role where they can work closely with a dedicated Wealth Manager and become an integral part of the client journey. The Client Our client is a well-established financial planning business with a strong reputation for delivering high-quality advice across pensions, investments and wealth management. They pride themselves on providing a personal service to their clients and fostering a supportive, collaborative environment for their employees. The business offers a busy and engaging working environment where employees are encouraged to develop their technical knowledge and build long-term careers within financial services. The Role The successful candidate will work directly alongside a Wealth Manager, providing technical and administrative support throughout the advice process. This role will involve taking information gathered through the fact-find process and producing the technical documentation required to support client recommendations. Duties will include: Preparing suitability reports and recommendation documents Producing client illustrations and financial calculations Researching pension and investment solutions Supporting the preparation of advice recommendations Liaising with providers and internal stakeholders Ensuring all documentation meets regulatory requirements Assisting with pension and investment administration where required Maintaining accurate client records and files Supporting the Wealth Manager throughout the advice process Essential Criteria Previous experience within Financial Services Administration or Paraplanning Strong understanding of pensions and investments Good technical knowledge of financial planning products and legislation Experience producing reports, illustrations or technical documentation would be advantageous Strong attention to detail and organisational skills Excellent communication and relationship-building abilities A positive attitude and willingness to learn Looking for a long-term career within financial services The Package Pension contribution scheme Annual leave entitlement with service-related increases Free on-site parking Monday to Friday working hours Supportive and collaborative team environment Excellent opportunity for career development within financial planning To speak in confidence about this opportunity, please contact Sam Evans at Skills: Admin/Administration/Mortgage/Investment/Pensions ADZN1_NI

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/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

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save