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Junior Paraplanner
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Junior Paraplanner
Junior Paraplanner
About the Opportunity
Honeycomb is excited to partner with an established Wealth Management firm based in Greater Belfast, offering a full-time, permanent position for a Junior Paraplanner.
This role is ideal for individuals with experience in financial services administration or paraplanning support, particularly those eager to collaborate closely with advisers and technical specialists within a respected firm. It provides strong exposure to the financial planning process, making it highly suitable for those aiming to develop their technical knowledge and career progression.
About the Client
Our client redefines traditional financial planning with a bespoke advice approach, placing personalised service at its core. Known for its impressive growth, this position allows you to join a collaborative team while gaining valuable insight into financial planning—both theoretically and operationally.
Responsibilities
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- Support advisers and technical specialists in preparing client documentation and financial planning reports
- Conduct research across key areas including pensions, investments, and protection products
- Assist in drafting suitability reports and financial planning documentation
- Manage workflows, ensuring accurate and efficient completion of client work
- Maintain records while ensuring compliance with FCA regulations and internal standards
- Liaise with advisers, providers, and internal teams to achieve positive client outcomes
Requirements & Experience
- Prior experience in financial services administration, wealth management, or paraplanning support
- Strong attention to detail with a keen interest in the technical intricacies of financial planning
- Preferably seeking or studying for a Level 4 Diploma qualification (or similar)
- Excellent communication and organisational skills
- Familiarity with platforms such as FE Analytics, Intelligent Office, or Voyant (preferable)
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Benefits
- Very competitive salary
- 35-hour working week (Monday–Friday, 9am–5pm) with 1 day per week working from home
- Exam funding and study support for professional qualifications
- Generous annual leave allowance
How to Apply
To apply, submit your CV via the provided application form. For further discussion, contact [Louise Quinn at Honeycomb Jobs] confidentially.
Disclaimer
-Honeycomb is dedicated to equality of opportunity and encourages applications from all backgrounds. -Due to the high volume of applications, we may only shortlist candidates matching the role’s criteria. Apologies if we aren’t able to provide feedback to everyone. -If you require assistance during recruitment due to a disability, please contact us directly.
(Contact details provided for clarity; do not finalise unless applicable.)
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