Financial Services Admin: Growth & Compliance Support

Confidential; Belfast City District; On-site; GBP 26,000 - 36,000; Full time

Benefits offered by this job

Pension contribution

Holiday entitlement and bank holidays

Ongoing training and professional dev.

Support toward industry qualifications

Friendly and supportive team

Job summary

Honeycomb, in Belfast's Titanic area, is partnering with a Wealth Management practice to recruit a Financial Services Administrator on a full‑time, permanent basis. The role supports financial planners and paraplanners, helping deliver high‑quality client service.

You will handle administrative tasks, client records, AML checks, and onboarding, ensuring FCA compliance and accurate CRM data. A professional, organised approach and strong communication are essential for success.

Qualifications

• Previous administration experience within financial services, wealth management, or financial planning.
• Excellent organisational skills and strong attention to detail.
• Strong written and verbal communication skills.
• Ability to manage multiple tasks and prioritise effectively.
• Proficient in Microsoft Office, including Word, Excel, and Outlook.

Responsibilities

• Provide administrative support to Financial Planners and Paraplanners
• Process new business applications, policy amendments, and fund switches
• Prepare client review packs and meeting documentation
• Maintain accurate client records and update CRM systems
• Liaise with providers, platforms, and product providers on queries and case progress
• Monitor business pipelines and chase outstanding documentation
• Manage calls, emails, and client correspondence professionally
• Assist with compliance and regulatory documentation
• Support onboarding of new clients, including AML and ID checks
• Ensure FCA regulatory requirements and internal procedures are followed

Skills

Administrative support

Organisation

Communication

Multitasking

Client-focused approach

Tools

Microsoft Office

Job description

Honeycomb, in Belfast's Titanic area, is partnering with a Wealth Management practice to recruit a Financial Services Administrator on a full‑time, permanent basis. The role supports financial planners and paraplanners, helping deliver high‑quality client service.

You will handle administrative tasks, client records, AML checks, and onboarding, ensuring FCA compliance and accurate CRM data. A professional, organised approach and strong communication are essential for success.