Financial Services Administrator

Honeycomb is partnering with a Financial Advisory practice with locations in Belfast and Ballymena to recruit for a Financial Services Administrator to join their high performing administrative team. The role is full time and permanent and the time will be spent between the two offices.

The Company

Our client is an established Financial Advisory practice who are top rated on VouchedFor (top 250 IFSa across the UK)
and have been recognised as such consistently for the past seven years - with the highest number of positive reviews in Northern Ireland.

The client specialise in Retirement Planning, Cash Flow Planning, Investments, Protection and Estate Planning - for personal and corporate clients. Their mission is to simplify and streamline their clients' financial affairs, helping them understand and improve their financial position. They are dedicated to supporting their clients through each life stage, helping them achieve their financial goals leading up to and beyond retirement.

The Role

This is a full-time, on-site role. The successful applicant will be required to work flexibly between our Belfast and Ballymena offices. Typical duties include:

• Processing new business applications
• Liaising with providers and clients
• Uploading information to the portal
• Compliance administration
• Managing the annual review process
• Supporting the Advisors with administration duties

Criteria

• Minimum of two years' experience in an administrative role
• Excellent Analytical Skills expertise
• Competence in Microsoft Office Suite
• Understanding of data protection
• Excellent communication skills, both written and verbal
• Ability to follow established processes and procedures/verbal direction

Package

• 20 days annual leave plus statutory holidays
• Market leading pension scheme
• Private medical cover
• Income protection
• Death in service benefit
• Off-road/on-site parking
• Salary of £25,000 - £28,000 (experience dependant)

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

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.

** Please note, we are receiving a high number of applications and present and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding. **