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Financial Services Administrator

Location: Belfast, County Antrim

Industry: Wealth Management & Insurance

Salary: £26000.00 - £32000.00 per annum

Contacts: Nuala McClinton,

Job Ref: BBBH51452

Expiry date: 2024-05-14

Honeycomb is excited to be recruiting for a Financial Advisory practice, in the recruitment of a Financial Services Administrator, with a focus on compliance of Client Annual Reviews.

Your Package/Benefits:

  • Salary is negotiable - and market leading
  • Discretionary bonus
  • Free parking
  • 22 days annual leave plus bank holidays
  • 10% employer pension contribution
  • 4 x death in service
  • Flexible working policy - you choose what works best for your week!

The Company:

The company is a highly successful and well known Wealth Management practice, based in Belfast City Centre. With not only a great reputation within their field, they also are a fantastic employer who offer a market leading package and positive working culture. Their clients are at the forefront of their work, endeavouring to provide a first class experience.

What would a typical day look like for you?

  • Reviewing client annual review packs to ensure they are compliant.
  • Ensuring clients receive their invitations to an annual review at the start of each month.
  • Organising reminders for client responses.
  • Producing Review packs prior to the annual review meeting.
  • Process improvement and coordination of Management Information.
  • Engaging with key stakeholders.

About You

To be considered for this role it is essential that you have a minimum of 2 years experience working within a Financial Services/Wealth management practice.

Other requirements include:

  • A high attention to detail.
  • Enjoy finding new ways to improve or sharpen a process.
  • Are familiar with the requirements of a typical annual review.
  • Intelliflo experience is highly desirable.

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