Financial Services Administrator

Honeycomb is delighted to be partnering with an established Financial Planning firm in the search for a Financial Services Administrator/Junior Paraplanner. The Company: This organisation highly values their clients and their life goals and help clients to create a bespoke solution and path towards their financial future. Your Benefits: Salary £25-£30k Supportive team Lisburn location Free parking Training and development Further study and exams supported What would a typical day look like for you? Assist in the preparation and analysis of financial plans, including gathering client information and organising financial data. Conduct research on investment options, financial products, and market trends to support financial recommendations. Help prepare and maintain accurate records of client meetings, recommendations, and financial plans. Ensure that all financial planning activities comply with regulatory requirements and company policies. Participate in training sessions and workshops to enhance your financial planning skills and industry knowledge. Provide general administrative support to senior financial planners, including scheduling meetings and managing client communications. About you: Bachelor's degree in Finance, Economics, Accounting, or a related field. Strong analytical skills, attention to detail, and proficiency in Microsoft Office Suite Excellent verbal and written communication skills, with the ability to interact professionally with clients and team members. Ability to work collaboratively in a small team environment and a willingness to learn from experienced professionals. High level of integrity and commitment to ethical standards in financial planning. Previous experience or internships in finance or related fields is beneficial but not required. You will however have the desire to commence a long-term career within Financial Planning and you will be eager to gain further qualifications down the line. This is a fantastic opportunity to step into a role where you will continue to develop in your career. If you are just starting out in your Financial Planning career, and have long term aspirations to develop, this is a great business to be a part of. Equally, if you have had a strong career and experience in Financial Services Administration and are keen to contribute to a wonderful team, this is also a fantastic opportunity for you. 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 junior paraplanner financial services graduate

Location: Lisburn, GB

Posted Date: 11/28/2024