Financial Planning Success Associate

Belfast | Remote & Flexible Working Available | Competitive Salary + Equity Options

Honeycomb is delighted to be partnering with an exciting Belfast-based Tech business as they continue to grow their team.

This is a genuinely unique opportunity for someone from an IFA, Wealth Management or Financial Planning background who enjoys the technical side of financial advice but is looking for something different from a traditional advisory support role.

Working at the intersection of financial services and technology, you'll help some of the UK's leading advice firms adopt innovative AI-driven solutions that streamline processes, improve client outcomes and reduce administration.

The Role

You'll become the bridge between financial advisers, paraplanners and technology, helping firms successfully implement and maximise the value of the platform.

Using your experience of the advice ...