Financial Services Administrator

Honeycomb is supporting a Wealth Management company based in East Belfast to recruit for a Financial Services Administrator. The role is full time and permanent.

The Client

Our client is an established Wealth Management company based in East Belfast. They deliver a range of financial advice and products to their clients and are known for going the extra mile. They have an excellent work culture and have a team of long-standing knowledgeable staff members.

The Role

The Financial Services Administrator will provide essential administrative and technical support to financial advisers and paraplanners, ensuring efficient service to clients and compliance with regulatory requirements. The role acts as a crucial liaison between clients, advisers, and third-party product providers.
Key Responsibilities

• Client Onboarding and Documentation: Assist with the new client onboarding process, which includes sending initial documents, gathering Know Your Customer (KYC) information, and obtaining Anti-Money Laundering (AML) documentation.
• Case and File Management: Create, manage, and maintain accurate client records and files within back-office systems, ensuring all data entries and communications are recorded correctly and are compliant.
• Adviser Support: Prepare meeting packs, financial reports, annual review packs, and suitability reports for advisers' client meetings.
• Processing New Business: Prepare and submit applications for pensions and investment products, track the progress of cases with providers, and ensure all transactions (e.g., fund switches, withdrawal requests) are executed accurately.
• Client and Provider Liaison: Act as a primary point of contact for clients and providers, responding to queries, providing updates, and resolving issues promptly.
• Compliance: Ensure all tasks are completed in line with company policies and procedures, adhering to the Financial Conduct Authority (FCA) regulations to maintain a full and effective audit trail.
• General Administration: Manage diaries, coordinate meetings, handle correspondence, raise invoices, and provide general support to the wider team.

Desired Criteria

• AT least two years experience working in Financial Services of Banking
• Excellent written and oral skills
• GCSE Maths and English Grade A_C or equivalent.

Package

• Salary is depending on skills and experience
• Pension
• Private medical
• Income protection
• Life Cover
• Hybrid Working
• Onsite Car parking

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, at Honeycomb on 028 96207050.
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 an exceptionally 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. **