Financial Services Administrator (Belfast)

Honeycomb is delighted to partner with a Financial Services company to recruit for a Financial Services Administrator to join their busy team based in Belfast. The role is full time and permanent.

The Company

Our client is a Financial Services Firm, based in Belfast City Centre.

The Role

The Financial Services Administrator will work closely with the Senior Team to carry out a range of support duties. Typical duties will include:

• Client Support: Assist in the preparation and analysis of financial plans, including gathering client information and organising financial data.
• Research and Analysis: Conduct research on investment options, financial products, and market trends to support financial recommendations.
• Documentation: Help prepare and maintain accurate records of client meetings, recommendations, and financial plans.
• Compliance: Ensure that all financial planning activities comply with regulatory requirements and company policies.
• Administrative Support: Provide general administrative support to senior financial planners, including scheduling meetings and managing client communications.

Essential Criteria

• Ideally, experience working as a Financial Services Administrator in a Financial Services Company.
• A strong Administrator with a passion to work in Financial Services
• Strong IT skills and good at identifying a way systems can be used to create efficiency's.

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Lauren at Honeycomb on lauren.r@honeycomb.jobs

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.