Financial Services Client Manager

Honeycomb is delighted to be partnering with a growing and highly respected Financial Planning firm in Belfast to recruit a Financial Services Client Manager.

This is an excellent opportunity for an experienced financial services professional to join a client-focused business that places a strong emphasis on employee development, service excellence, and long-term career progression. Working closely with advisers and the wider support team, you will play a key role in ensuring clients receive a seamless and professional experience throughout their financial planning journey.

The Role

As Financial Services Client Manager, you will act as a key point of contact for both clients and advisers, supporting the end-to-end administration of financial planning cases and helping to ensure all client servicing activities are delivered efficiently and accurately.

Key Responsibilities:

Supporting advisers with the submission and processing of new business across a range of platforms and providers.
Maintaining regular communication with clients throughout the advice process.
Updating and maintaining accurate client records using back-office and provider systems.
Preparing documentation, illustrations, and supporting information ahead of client meetings.
Assisting with suitability reports and application paperwork.
Liaising with providers and insurers to progress applications from submission through to completion.
Managing client enquiries via telephone, email, and in person.
Building strong working relationships with clients, providers, and internal stakeholders.
Providing general administrative support to the advisory team as required.

Essential Criteria

Previous experience within a Financial Services, Wealth Management, Financial Planning, Pensions, Investments, or IFA environment.
Strong administration and organisational skills with excellent attention to detail.
Experience processing financial services business and liaising with providers.
Confident communicator with a professional and client-focused approach.
Proficient in Microsoft Office and comfortable learning new systems.
Ability to manage multiple priorities within a busy office environment.

The Package