Client-Focused Financial Services Administrator

Honeycomb; Belfast City District; On-site; GBP 25,000 - 32,000; Full time

Job summary

Honeycomb is partnering with a well-established financial planning firm to recruit a Financial Services Administrator. The role provides essential administrative support to Financial Advisers and demands accuracy, regulatory compliance and a client‑first approach.

You will handle new business applications, client documentation, case progression and records management, while liaising with clients, advisers and providers to ensure timely, compliant service.

Qualifications

• Experience in a IFA or financial planning environment.
• Experience supporting pensions and investments.
• Strong knowledge of new business and client review processes.
• Excellent organisation and attention to detail with good communication.
• Ability to liaise with clients, advisers and product providers.

Responsibilities

• Preparing and processing new business applications across pensions, investments and protection products.
• Producing client documentation, valuations and review packs.
• Managing Letters of Authority and obtaining information from providers.
• Liaising with clients, advisers, providers and other third parties.
• Monitoring applications and progressing cases through to completion.
• Maintaining accurate and up-to-date client records.
• Updating internal systems and ensuring all documentation is correctly recorded.
• Supporting the preparation and implementation of annual client reviews.
• Handling client queries professionally and efficiently.
• Ensuring all work is completed in line with FCA requirements and internal compliance procedures.
• Providing wider administrative support to the financial planning team as required.

Skills

Financial services administration

Pensions

Investment knowledge

Client communication

Organization & attention to detail

Prioritization

MS Office

Interpersonal skills

Independent case progression

Tools

MS Office suite

Job description

Honeycomb is partnering with a well-established financial planning firm to recruit a Financial Services Administrator. The role provides essential administrative support to Financial Advisers and demands accuracy, regulatory compliance and a client‑first approach.

You will handle new business applications, client documentation, case progression and records management, while liaising with clients, advisers and providers to ensure timely, compliant service.