Financial Services Administrator/Paraplanner

Honeycomb is delighted to be assisting a Wealth Management organisation in Belfast City Centre on the search for a skilled financial services administrator. This is a fantastic opportunity to provide support to a highly regarded team whilst implementing best practice and driving growth. Your Package/Benefits: Salary range £30-35k, negotiable depending on experience Ongoing career development Parking on site Flexible working Discretionary bonus Employer pension 10% 35 hour working week What would a typical day look like for you? You will be tasked with providing administration/paraplanning support to Financial Advisors and management. Some of the responsibilities will be; Processing new applications/withdrawals Maintaining client records on the company CRM Client liaison Pulling reports, producing review packs Preparing suitability reports for new business cases Preparing suitability reports for income withdrawals from drawdown plans (including cashflow models) Providing support to the wider office where required Your skills: At least 3 years experience working in a financial advisory organisation Skilled in Microsoft Office - word, excel, powerpoint Strong client relationship management High level of client service experience Working at speed with attention to detail and accuracy Experience in Intelliflo Office desirable To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Nuala at Honeycomb on . 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. Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs. Skills: financial services administrator paraplanner administrator client services