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Financial Services Administrator

Location: Belfast, County Antrim

Industry: Banking & Finance

Salary: £27000 - £30000.00 per annum

Contacts: Caoimhe Fairfield,

Job Ref: BBBH51266

Expiry date: 2024-05-24

Honeycomb is delighted to be partnering with an established Financial Services Company, based in Belfast to secure a Financial Services Administrator for a 12-month fixed term contract with the possibility of extension.

Your Package/Benefits:

  • Competitive base salary of £27,000 - £30,000
  • 20 days holiday + Stat
  • 8% employer pension contribution
  • Free parking
  • Opportunity for exams to be paid (if applicable)

Day to day breakdown:

  • Provide Administration support to the Financial Advisor
  • Organising client files for meetings, preparation of valuations and product research
  • Submission of new business applications, monitoring through to completion
  • Accurate inputting onto systems. Maintaining and ensuring completeness of client files for compliance purposes
  • Prepare draft suitability reports for clients
  • Liaising with clients and professional bodies
  • Managing/updating business pipeline and all client files
  • Organising appointment diary and advisor meetings
  • General Administration Duties
  • Keeping up to date with knowledge of products and ongoing compliance and Anti-money laundering requirements

Previous experience:

  • have worked within a Financial Advisor practice for at least 1 year
  • knowledge of investments or pensions or protection products

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Caoimhe at Honeycomb on 028 9620 7050.

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.

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