Financial Services Admin

Honeycomb Jobs; Belfast City District; On-site; GBP 21,000 - 32,000; Full time

Job summary

Honeycomb is partnering with an established financial planning firm to recruit a Financial Services Administrator in Belfast. The role provides comprehensive administrative support to Financial Advisers, ensuring processes are accurate and compliant with FCA requirements.

You will handle new business applications across pensions, investments and protection, produce client documents and review packs, manage letters of authority, and liaise with clients and providers while maintaining records and

Qualifications

• Previous experience in a Financial Planning/IFA environment is essential.
• Experience supporting pensions and investment business.
• Strong knowledge of new business and client review processes.

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 administration

Client liaison

Microsoft Office

Attention to detail

Time management

Communication skills

Job description

Financial Services Admin (BBBH65413) Belfast, Northern Ireland

Financial Services Administrator
The Client
Honeycomb is delighted to be partnering with an established and highly regarded financial planning firm in the recruitment of a Financial Services Administrator. This is an excellent opportunity to join a professional and supportive team that provides tailored financial planning services to its clients.
The Role
The Financial Services Administrator will provide comprehensive administrative support to Financial Advisers, helping to ensure that client cases are processed accurately, efficiently and in line with regulatory requirements.
Key responsibilities will include:

• 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.

The Person
Previous experience working within an IFA or financial planning environment is essential for this position. You should have a good understanding of financial products and the administrative processes involved in supporting Financial Advisers.
The successful candidate will have:

• Previous financial services administration experience within an IFA or financial planning firm.
• Experience supporting pensions and investment business.
• Strong knowledge of the new business and client review process.
• Excellent organisation and attention to detail.
• Strong written and verbal communication skills.
• The ability to manage competing priorities and progress cases independently.
• Confidence liaising with clients, advisers and product providers.
• Good working knowledge of Microsoft Office and financial services systems.
• A professional, dependable and client-focused approach.

The Package
This role offers the opportunity to join a friendly and established financial planning business that values quality, professionalism and excellent client service. The successful candidate will benefit from a supportive working environment and the opportunity to continue developing their financial services knowledge and career.
If you require reasonable adjustments during any stage of the recruitment process, please let us know. We are committed to providing an inclusive and accessible recruitment experience for all candidates.