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Financial Services Administrator – East Belfast

Location: Belfast, County Antrim

Industry: Wealth Management & Insurance

Salary: £24000.00 - £28000.00 per annum

Contacts: Louise McAdam, louise.m@honeycomb.jobs

Job Ref: BBBH36135

Expiry date: 2022-10-03


Honeycomb is pleased to be working with a successful, award winning, Wealth Management company based in East Belfast, with over 30 years experience in Financial Services. This is a family business who pride themselves on the first class experience they provide to their clients.
As a Financial Services Administrator you will play a key role in supporting the Financial Advisor and Paraplanner.

The Client

A family business, with a family centric approach to business, they hold over 30 years experience in financial services and wealth management. The pride themselves on supporting their clients, with integrity and expertise. The business offers Retirement Planning, Investments, Savings and Inheritance Tax Planning as well as Mortgages and Protection.

The Role

The role of Financial Services Administrator will involve supporting the Financial Advisor and Paraplanner with a range of tasks such as:

  • keying new applications
  • preparation of suitability reports
  • updating back office systems
  • engaging with clients, acting as first point of contact
  • co ordinating the Advisors diaries with client meetings
  • preparing annual review reports
  • engaging with providers and additional stakeholders

Essential Criteria

For this role, the ideal candidate will be coming from a Wealth Management/Financial Services background.

The client may consider candidates with excellent Administration experience in other Professional Services settings such as Banking or Legal.

Salary & Package

Salary- £24,000-28,000 (based on skills and experience)

Private medical cover

28 days holiday (inclusive of bank holidays)

Christmas week office closure

On site parking

Please note: This is an office based role.

To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Louise McAdam Recruitment Consultant at Honeycomb 028 9620 7050.

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 permitted 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. **

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