Senior Financial Services Administrator

Senior Financial Services Administrator

Honeycomb is delighted to be partnering with a well-established Financial Planning practice to recruit a Senior Financial Services Administrator to join their growing team.

This is an excellent opportunity for an experienced Financial Services professional who is looking to join a highly regarded practice and play a key role in supporting Advisers and clients throughout the financial planning journey.

The Client

Our client is a respected and long-standing Financial Planning business with a strong reputation for delivering tailored advice across pensions, investments and wealth management. They pride themselves on building lasting client relationships and providing a high-quality service at every stage of the advice process.

The Role

Working closely with Advisers, you will support the end-to-end client journey, ensuring cases are processed efficiently, client records are maintained accurately and service standards are consistently exceeded.

Key Responsibilities

• Managing client communications via phone, email and post.
• Preparing documentation and review packs for client meetings.
• Obtaining quotations, valuations and illustrations from providers.
• Processing new business applications and monitoring cases through to completion.
• Maintaining accurate client records and CRM systems.
• Liaising with providers, platforms and third parties.
• Supporting the production of suitability reports and client recommendations.
• Managing ongoing servicing requirements and client reviews.
• Assisting with pension, investment and wealth management administration.
• Ensuring compliance and regulatory standards are maintained.

Essential Criteria

• Previous experience within a Financial Services Administration role.
• Strong understanding of pensions, investments and wealth management products.
• Experience supporting Financial Advisers or Wealth Managers.
• Excellent organisational and communication skills.
• Strong attention to detail and ability to manage multiple priorities.
• Experience using provider platforms and CRM systems.
• Knowledge of the financial advice process.

The Package

• Competitive salary dependent on experience.
• Excellent long-term career prospects.
• Supportive and collaborative working environment.
• Opportunity to work with a highly respected financial planning practice.

To speak in absolute confidence about this opportunity, please send an up-to-date CV to sam.e@honeycomb.jobs.