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Financial Services Graduate
Posted 3 hours 9 minutes ago by Honeycomb Jobs Ltd
Permanent
Full Time
Academic Jobs
Belfast, City, United Kingdom, BT1 1
Job Description
Financial Services Graduate Opportunity
Location: Holywood Road, Belfast
Hours: Full-Time Monday to Friday 9.00am - 5.00pm
Salary: CompetitiveHoneycomb is delighted to be partnering with a well-established and highly respected Independent Financial Adviser practice to recruit a Graduate Financial Services Administrator / Trainee Paraplanner.This is an excellent opportunity for a recent graduate looking to begin a long-term career within financial services. If you've studied Finance, Economics, Business, Accounting or a related degree and are keen to apply your knowledge in a professional environment, this role offers the ideal starting point.You'll receive structured training, work alongside experienced Financial Advisers and gain exposure to all areas of financial planning. As your knowledge develops, you'll progress into paraplanning, with opportunities to support advisers across pensions, investments, protection and wider financial planning.The RoleYou'll begin by supporting the protection side of the business, developing an understanding of financial products, client processes and regulatory requirements before gradually taking on more technical responsibilities.Key responsibilities include: Managing protection applications from submission through to completion
Preparing quotations, illustrations and client documentation
Liaising with clients, insurers and product providers
Monitoring applications and underwriting requirements
Maintaining accurate client records and back-office systems
Assisting with suitability reports and trust documentation
Supporting Financial Advisers with day-to-day administration
Managing client communications, appointments and diaries
Providing general administrative support across the businessAbout YouWe're looking for someone who is eager to build a career in financial services and is keen to learn from experienced professionals.Ideally, you'll have: A degree in Finance, Economics, Business, Accounting or a related discipline
A genuine interest in financial planning and wealth management
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
High levels of accuracy and attention to detail
Good organisational skills and the ability to manage multiple tasks
A professional, positive and proactive approachPrevious experience within financial services is not required. We're looking for someone with the right attitude, strong academic foundations and a genuine desire to develop a career within the industry.What's on Offer? Full training and ongoing mentoring from experienced Financial Advisers
A clear career pathway into paraplanning and financial planning
Support towards achieving professional financial services qualifications
Exposure to pensions, investments, protection and wealth management
A supportive and collaborative working environment
Excellent long-term career prospects within an established Independent Financial Adviser practiceIf you're a recent graduate looking to take the first step towards a rewarding career in financial services, we'd love to hear from you.To apply or find out more, contact:Sam Evans
Honeycomb Jobs
If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.
Location: Holywood Road, Belfast
Hours: Full-Time Monday to Friday 9.00am - 5.00pm
Salary: CompetitiveHoneycomb is delighted to be partnering with a well-established and highly respected Independent Financial Adviser practice to recruit a Graduate Financial Services Administrator / Trainee Paraplanner.This is an excellent opportunity for a recent graduate looking to begin a long-term career within financial services. If you've studied Finance, Economics, Business, Accounting or a related degree and are keen to apply your knowledge in a professional environment, this role offers the ideal starting point.You'll receive structured training, work alongside experienced Financial Advisers and gain exposure to all areas of financial planning. As your knowledge develops, you'll progress into paraplanning, with opportunities to support advisers across pensions, investments, protection and wider financial planning.The RoleYou'll begin by supporting the protection side of the business, developing an understanding of financial products, client processes and regulatory requirements before gradually taking on more technical responsibilities.Key responsibilities include: Managing protection applications from submission through to completion
Preparing quotations, illustrations and client documentation
Liaising with clients, insurers and product providers
Monitoring applications and underwriting requirements
Maintaining accurate client records and back-office systems
Assisting with suitability reports and trust documentation
Supporting Financial Advisers with day-to-day administration
Managing client communications, appointments and diaries
Providing general administrative support across the businessAbout YouWe're looking for someone who is eager to build a career in financial services and is keen to learn from experienced professionals.Ideally, you'll have: A degree in Finance, Economics, Business, Accounting or a related discipline
A genuine interest in financial planning and wealth management
Excellent communication and interpersonal skills
Strong analytical and problem-solving abilities
High levels of accuracy and attention to detail
Good organisational skills and the ability to manage multiple tasks
A professional, positive and proactive approachPrevious experience within financial services is not required. We're looking for someone with the right attitude, strong academic foundations and a genuine desire to develop a career within the industry.What's on Offer? Full training and ongoing mentoring from experienced Financial Advisers
A clear career pathway into paraplanning and financial planning
Support towards achieving professional financial services qualifications
Exposure to pensions, investments, protection and wealth management
A supportive and collaborative working environment
Excellent long-term career prospects within an established Independent Financial Adviser practiceIf you're a recent graduate looking to take the first step towards a rewarding career in financial services, we'd love to hear from you.To apply or find out more, contact:Sam Evans
Honeycomb Jobs
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 equal opportunities to all applicants.
