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Financial Services Administrator

Location: Belfast, County Antrim

Industry: Wealth Management & Insurance

Salary: £24000.00 - £29000.00 per annum

Contacts: Louise McAdam,

Job Ref: BBBH51265

Expiry date: 2024-06-11

Honeycomb is delighted to partnering with a highly renowned, independently Financial Advisory practice to recruit for a skilled Financial Services Administrator, full time, in their East Belfast office.

What Your Day Will Look Like:

Working in a fast paced environment, reporting in to Office Manager and Financial Advisor, you will play a fundamental role in the success of the business with administrative support. Daily tasks will include:

  • Preparing client files, valuations and research projects
  • Process new business applications, following through to completion
  • Drafting suitability reports
  • Managing the Advisors diary
  • Working with an extremely high level of organisation and accuracy

The Company

This is a highly successful practice who provide Financial Advice to a rapidly growing client base. Having an excellent reputation within Belfast, they have seen a considerable growth in recent months! They are also apart of one of the largest networks of Financial Advisors in the UK.

The Package

  • Salary based on experience £23k- 27k (candidates coming with an extensive career in a similar role may be in a position to negotiate)
  • 8% Pension Contribution
  • 20 holidays+ stats
  • On site car parking
  • Opportunity to complete qualifications
  • Monday to Friday 9am-5pm

Your Experience

To be considered for this position, you must have experience working within Financial Services in a smilar role. Candidates coming from a Mortgage Administration position are also welcome to apply.

Must Haves:

  • Excellent communication skills both written and verbal
  • Knowledge of Investments, Pensions and wider products.
  • Highly organised with attention to detail
  • A can do attitude, able to work independently and collaboratively

To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Louise-

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.

** Please note, we are receiving an exceptionally high number of applications and present and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.

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