Financial Services Administrator

Financial Services Administrator - Belfast
Honeycomb is delighted to be working with an established financial planning business to recruit a Financial Administrator for its growing Belfast team. Based on the Malone Road, this opportunity offers a competitive salary, an excellent benefits package and parking.
The Client
Our client is part of a successful UK-wide financial services group, combining a supportive local office environment with the training and development opportunities of a larger organisation. Due to continued growth, the business is seeking an additional administrator to support its financial advisers.
The Role
The Financial Administrator will provide support across pensions, investments and protection, ensuring an efficient and professional service for clients. Duties will include:

• Processing new business and following up with product providers.
• Preparing client review packs and requesting illustrations.
• Arranging meetings and managing adviser diaries.
• Handling client enquiries and correspondence.
• Maintaining accurate client records and compliant files.
• Providing general administrative support to the wider team.

The Person
The successful candidate will have relevant financial services experience, ideally with exposure to pensions or investments. Previous experience within an IFA practice would be advantageous, although candidates from providers or other relevant financial services businesses will also be considered.
You will be organised, proactive and confident communicating with clients and third parties. Strong attention to detail and Microsoft Office skills are essential. Knowledge of IO or financial platforms would be beneficial, with training provided on company processes.
This opportunity would suit an experienced administrator seeking a long-term position or someone keen to develop their career within financial services.
The Package

• Competitive salary depending on experience.
• 25 days' annual leave plus bank holidays.
• Birthday day off and holiday purchase scheme.
• Pension and life assurance.
• Annual salary review.
• Enhanced parental leave.
• In-house training and development.
• Parking available.

The position is predominantly office based, with the possibility of one day per week working from home.
To speak in absolute confidence about this opportunity, please contact Sam Evans at Honeycomb Jobs, or apply with your CV