FS Admin (Portadown)

Financial Services Administrator

Armagh

£30,000-£35,000 DOE

Hybrid working

An exciting opportunity to join an established and successful independent wealth management practice, with genuine opportunities for career progression.

We are working exclusively with a well-established financial planning practice in County Armagh to recruit a Financial Services Administrator. The practice provides a range of wealth management and financial planning services, supporting clients with their long-term financial goals through a personalised, relationship-led approach.

This is an excellent opportunity for an experienced financial services administrator to join a professional and supportive team, take ownership of a varied administrative function and develop their career, with a longer-term opportunity to progress into a Practice Manager position.

The Role

• Working closely with the Practice Manager and Financial Advisers, you will be responsible for the smooth day-to-day administration of the practice, including:
• Processing new business across pensions, investments and protection.
• Managing applications, transfers, withdrawals and ongoing policy administration.
• Liaising with providers, platforms and clients to progress business and resolve queries.
• Maintaining accurate client records and ensuring all compliance documentation is up to date.
• Supporting client onboarding and preparing documentation for review meetings.
• Managing outstanding cases and ensuring all business is processed efficiently.
• Providing wider administrative and operational support to the practice.
• This is a varied, hands-on role where you will become a key part of the business and have the opportunity to take on increasing responsibility.

About You

• Previous experience in financial services administration, ideally within an IFA or wealth management environment.
• Good understanding of pensions, investments and protection administration.
• Experience processing new business and liaising with financial providers.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills and a proactive, hands-on approach.
• Someone who enjoys taking ownership and is keen to develop professionally.

What's on Offer?

• Highly competitive salary, depending on experience.
• Hybrid working: 3 days in the office, 2 days from home.
• 25 days annual leave plus statutory holidays.
• Christmas period off.
• Monday-Friday, 9am-5pm.
• Full training provided on internal systems and processes.
• Full-time, permanent position.
• Genuine long-term career progression, with the opportunity to develop into a Practice Manager role.

Apply now or contact Michael at Honeycomb jobs for more info

To discuss this opportunity in complete confidence, please submit an up-to-date CV via the link provided or contact Michael Cartmill at Honeycomb on 028 9620 7050.

If you require any adjustments or support during the recruitment process due to a disability, please contact us directly to discuss your requirements.

Honeycomb is an equal opportunity employer.

If this role is not suitable for you at present, we may still be able to assist with alternative opportunities. Please visit Honeycomb to view our current vacancies.