Job Description
Honeycomb is delighted to be partnering with an established Wealth Management firm in Greater Belfast to recruit a Junior Paraplanner to support the continued growth of the business. This opportunity would suit someone with experience in paraplanning or financial planning support who is keen to work closely with advisers and technical specialists within a highly respected firm. Experience in cash flow calculations and preparing suitability reports is essential. Our client offers a fresh approach to traditional financial planning, with a bespoke advice process at the heart of what they do. With strong growth plans, this is an excellent opportunity to join a collaborative team and further develop your technical knowledge. What you''ll be doing:Preparing suitability reports and supporting financial planning documentationCompleting cash flow calculations to support client financial plansConducting research across pensions, investments and protection productsSupporting advisers and technical specialists with client reviews and recommendationsManaging workflow and ensuring client work is completed accurately and efficientlyMaintaining accurate client records in line with FCA requirements and internal compliance standardsLiaising with advisers, providers and internal teams to deliver positive outcomes for clientsWhat you need to apply:Previous experience within paraplanning or technical financial planning supportEssential experience in cash flow calculations and preparing ..... full job details .....