Financial Services Administrator

Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Client 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 Client 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:

• Experience working in Financial Services and a desire to pursue a career in this industry.
• 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 depending on experience

• 5 weeks paid annual leave, plus all bank holidays

• Company pension contribution

• Direct mentorship and support from the Managing Director

• A collaborative, professional team environment

• Modern office space in a prime city centre location