Client Services Administrator

Honeycomb; Belfast; On-site; GBP 28,000 - 30,000; Full time

Job summary

A leading financial planning firm in Belfast seeks a Client Services Administrator. This role involves preparing client review packs, maintaining records, and ensuring compliance. Ideal for a detail-oriented professional with experience in IFA administration, offering a competitive salary and excellent benefits.

Benefits

5 weeks paid annual leave

Company pension contribution

Direct mentorship from the Managing Director

Collaborative professional team environment

Modern office space in city centre

Qualifications

• 3 years' experience in an IFA administration role.
• Experience using financial planning software, particularly XPLAN.
• Ability to prepare detailed report packs for financial advisers.

Responsibilities

• Prepare comprehensive client review packs in advance of meetings.
• Maintain and update client records across back-office systems.
• Act as a point of contact for client enquiries.

Skills

Analytical skills

Communication

Client service

Detail-oriented

Proactive mindset

Tools

XPLAN

Job description

Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Client Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.

The Client

Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.

The Role

Working directly with the Managing Director, the Client Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:

• Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
• Maintaining and updating client records across back-office systems, platforms, and planning tools.
• Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
• Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
• Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
• Assisting with general administrative tasks such as managing correspondence, handling calls.

Desirable Criteria

The ideal candidate may bring some or all of the following experience and attributes:

• 3 years' experience working in an IFA administration role
• Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
• Experience using financial planning software, particularly XPLAN
• Strong analytical skills with the ability to interpret financial data and support informed decision making
• Excellent verbal and written communication skills, with a natural ability to build rapport with clients
• A proactive, solution focused mindset and a strong commitment to delivering exceptional client service

The Package

In return for your skills and dedication, the successful candidate will receive:

• A competitive salary of £28,000 - £30,000, depending on experience
• 5 weeks paid annual leave, plus all bank holidays
• Company pension contribution
• Direct mentor ship and support from the Managing Director
• A collaborative, professional team environment
• Modern office space in a prime city centre location