Financial Services Administrator

Honeycomb is delighted to partner with a well known nationwide Wealth Management firm to recruit for a Financial Services Administrator to join their high performing team based in Belfast. The role is full time and permanent, offering hybrid working after probation.

The Client

Our client provides a comprehensive range of financial planning and investment management services to clients in Northern Ireland. Established in Belfast in 2007 our client manages assets for clients in Northern Ireland through a team of dedicated and experienced financial planning advisers and investment professionals.

The Role

The Financial Services Administrator will support the Financial Advisors with a range of administrative support. Typical duties will include:

• Provide administration and client relationship support to the Wealth Management & Financial Advisory Team
• Compile pre-meeting information from internal and external sources
• Completing, checking and submitting client reports and take on documentation
• Process new business and client instructions in a timely manner
• Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties
• Compile and maintain records to support research undertaken and solutions provided, and update client records as required
• Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales
• Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients;
• Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules
• Support the ongoing client relationship in conjunction with the Adviser and administration staff
• General administrative duties within the Wealth Management and Financial Advisory businesses.
• Comply with the Risk and Compliance frameworks, policies and procedures associated with the role

Requirements

• A minimum of 2 years' experience working in the Financial Services sector
• An excellent working knowledge of MS Office and a good telephone manner
• A flexible attitude and a proven record as a strong team player
• Strong client focus

Package

• Salary of £28 - £30k depending on experience
• Pension
• Competitive holidays
• Discretionary bonus
• Flexible benefit allowance

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.

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.