Financial Services Administrator
Location: Northern Ireland, County Antrim, Belfast
Industry: Banking & Finance
Salary: Negotiable
Contacts: Emma Glenn, emma.g@honeycomb.jobs
Job Ref: BBBH59086
Expiry date: 2025-08-21
We are working on behalf of a respected wealth management practice in Belfast to recruit a Financial Services Administrator. This is an exciting opportunity to join a professional and friendly team, supporting Financial Advisers in delivering outstanding client service.
Our client is a well-established wealth management business with a growing team in Belfast. They provide financial planning and investment services, combining professional expertise with a personalised approach.
Key Responsibilities
- Provide comprehensive administrative support to Financial Advisers and the wider team
- Prepare documentation for client meetings, including valuations and reports
- Process new business applications and ensure documentation is accurately completed and submitted
- Liaise with providers, clients, and internal teams to track progress and manage queries
What We're Looking For
- Previous experience in a financial services, wealth management environment
- Strong administrative and organisational skills
- Excellent written and verbal communication skills
- Confident working independently and managing multiple tasks
- Good IT skills, particularly MS Office (Word, Excel, Outlook)
- Ability to maintain discretion and confidentiality
- Familiarity with financial products such as pensions, investments, and protection is desirable but not essential
What's on Offer
- Competitive salary
- Opportunity for long-term career progression within financial services
- Supportive, team-based environment
- Ongoing training and professional development encouraged
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Emma Glenn at Honeycomb on 02890 131 220 or emma.g@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.
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.
