Client Administrator

Client Administrator - Wealth Management
Belfast (Hybrid Working)
Honeycomb is delighted to be partnering with a leading UK wealth management firm to recruit for a Client Administrator to join their growing Financial Planning team in Belfast.
This is a fantastic opportunity to join a highly respected organisation known for delivering expert financial advice and investment management to a diverse client base, including high-net-worth individuals. With a strong focus on development, culture, and long-term progression, this role is ideal for someone looking to build a career within wealth management.

The Role

Working closely with Financial Planners and Investment Managers, you will play a key role in delivering a first-class client experience while supporting the full lifecycle of financial planning cases.
Key responsibilities include:

• Providing end-to-end administrative support to Financial Planners
• Building and maintaining strong relationships with clients
• Preparing client meeting packs, valuations, and supporting documentation
• Managing client records and updating back-office systems
• Liaising with internal operational teams on transfers, corporate actions, and account updates
• Supporting the smooth delivery of client outcomes across all stages of the process

The Person

This role would suit someone with experience in wealth management or financial services who enjoys working in a client-focused, detail-driven environment.
You will have:

• Previous experience within wealth management or financial planning support
• Exposure to supporting Financial Advisors across the full client journey
• Knowledge of financial products such as ISAs, pensions, GIAs, and bonds
• Experience dealing with high-net-worth clients (desirable)
• Strong communication skills and the ability to build relationships
• Excellent organisational skills and attention to detail
• The ability to use initiative and problem-solve effectively

The Package & Benefits

• Private medical insurance
• Life assurance
• Generous pension contribution
• Hybrid working (3 days in office after probation)
• Generous annual leave + option to buy more
• Ongoing professional development and study support
• Access to experienced advisers and investment professionals for learning and growth
• Inclusive, supportive working environment with strong career progression

If you're keen to build your career in wealth management with a firm that genuinely invests in its people, this is a brilliant opportunity to consider.
To apply or find out more, contact: sam.e@honeycomb.jobs 02890131227