Skip to content

Financial Services Administrator (Part Time)

Location: Holywood, County Down

Industry: Wealth Management & Insurance

Salary: £25000.00 - £27000.00 per annum

Contacts: Louise McAdam,

Job Ref: BBBH52266

Expiry date: 2024-06-24

Honeycomb is partnering with a leading Wealth Management firm based in Holywood, to recruit for an experienced Financial Services Administrator on a part time bases (3 days a week).

Experience Financial Services Administration is essential to be considered for this position.

The Package

  • Salary- £25-27k (DOE)
  • Life cover
  • Flexible on working hours
  • Pension contribution
  • Opportunity to complete further qualifications

The Role

Working in a friendly and supportive team, you will play an important role in supporting the Financial Advisors and Paraplanners in the office. Some of your key responsibilities will included:

  • Drafting suitability and valuation reports
  • Preparing client files in advance of meetings
  • Following up with clients and collecting relevant documentation
  • Supporting with general administration when required

The Company

The company is a large, UK wide, independent financial planning network, who are experiencing exciting growth due to recent acquisitions. This role is based in their Holywood office. The culture of this business is great! It is a supportive and inclusive environment, that is relaxed and friendly! More over, this company appreciate that people may have responsibilities outside of work, and are flexible on working hours.

Essential Criteria

To be considered for this role it is essential that you have experience working as a Financial Services Administrator within a Financial Advisory/Wealth Management practice. Experience using Intelligent Office is also highly desirable.

Other criteria include:

  • Highly organised with attention to detail
  • A can do attitude, able to work independently and collaboratively
  • Excellent technical and data entry skills

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise at Honeycomb on 02896207058. 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. Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs

Looking to hire top talent?
Get in touch today.
Great Place to Work
NI Chamber Members
Equality Commission Mental Health Charter
Cyber Essentials
Belfast Business Promise
Belfast Chamber
Disability Confident
JAM Card
Climate Action Pledge
Retail NI
Tech Talent Charter