Financial Services Administrator
Location: Northern Ireland, County Antrim, Belfast
Industry: Wealth Management & Insurance
Salary: £28000.00 - £30000.00 per annum
Contacts: Louise Quinn, louise.q@honeycomb.jobs
Job Ref: BBBH57909
Expiry date: 2025-07-02
Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.
The Client
Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.
The Role
Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:
- Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
- Maintaining and updating client records across back-office systems, platforms, and planning tools.
- Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
- Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
- Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
- Assisting with general administrative tasks such as managing correspondence, handling calls.
Desirable Criteria
The ideal candidate may bring some or all of the following experience and attributes:
- 3 years' experience working in an IFA administration role
- Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
- Experience using financial planning software, particularly XPLAN
- Strong analytical skills with the ability to interpret financial data and support informed decision making
- Excellent verbal and written communication skills, with a natural ability to build rapport with clients
- A proactive, solution focused mindset and a strong commitment to delivering exceptional client service
The Package
In return for your skills and dedication, the successful candidate will receive:
- A competitive salary of £28,000 - £30,000, depending on experience
- 5 weeks paid annual leave, plus all bank holidays
- Company pension contribution
- Direct mentor ship and support from the Managing Director
- A collaborative, professional team environment
- Modern office space in a prime city centre location
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
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.
