Financial Services Administrator

Financial Services Administrator

Honeycomb is delighted to be partnering with a highly respected Financial Planning practice to recruit a Financial Services Administrator to join their friendly and supportive team.

This is an excellent opportunity for someone with strong administrative skills, a positive attitude and a genuine desire to build a long-term career within financial services. Full training will be provided, making this role ideal for someone looking to take their first step into the industry.

The Client

Our client is a successful and well-established Financial Planning practice that prides itself on delivering excellent service to its clients. They offer a supportive environment where employees are encouraged to learn, develop and progress their careers.

The Role

Working alongside experienced Advisers and Administrators, you will provide day-to-day administrative support while learning about pensions, investments and financial planning.

Key Responsibilities

• Answering telephone calls and responding to client enquiries.
• Managing incoming and outgoing post.
• Scheduling appointments and confirming client meetings.
• Preparing documents and client correspondence.
• Updating internal systems and maintaining accurate records.
• Assisting with the processing of new business applications.
• Liaising with providers and obtaining information when required.
• Supporting the wider team with general administration duties.
• Ensuring client information is maintained accurately and confidentially.

Essential Criteria

• Previous administration or customer service experience.
• Strong communication and interpersonal skills.
• Excellent organisational skills and attention to detail.
• Positive attitude and willingness to learn.
• Good IT skills including Microsoft Office.
• Professional and friendly approach when dealing with clients.
• Ability to work effectively as part of a team.

The Package

• Competitive salary.
• Full training and development provided.
• Opportunity to build a long-term career within Financial Services.
• Supportive and friendly working environment.
• Exposure to pensions, investments and wealth management.

To speak in absolute confidence about this opportunity, please send an up-to-date CV to sam.e@honeycomb.jobs.