Financial Services Administrator

JR United Kingdom; Antrim; On-site; GBP 26,000 - 30,000; Full time

Job summary

A leading Wealth Management company in Lisburn is seeking a Financial Services Administrator. The successful candidate will provide extensive administrative support for new business applications across pensions, investments, and protection products, ensuring compliance and exceptional service standards. This full-time and permanent role offers a salary of £26,000 - £30,000, along with benefits like pension contributions and opportunities for career progression.

Benefits

Pension contribution

Opportunity to progress

Annual Leave

Free onsite parking

Qualifications

• Experience in administrative role within financial services.
• Understanding of financial products including pensions and ISAs.
• Confident in using provider platforms.

Responsibilities

• Process new business applications efficiently.
• Liaise with product providers to track applications.
• Maintain accurate client records in compliance with regulations.

Skills

Organisational skills

Attention to detail

Communication skills

Tools

Microsoft Office

CRM system (Intelligent Office)

Job description

Social network you want to login/join with:

Financial Services Administrator, antrim

col-narrow-left

Client:

Honeycomb Jobs

Location:

antrim, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Views:

3

Posted:

28.06.2025

Expiry Date:

12.08.2025

col-wide

Job Description:

Honeycomb is partnering with a Wealth Management company based in Lisburn to recruit for a Financial Services Administrator. The role is full time and permanent.

The Client

An established and growing Wealth Management practice based in Lisburn who provide their clients with advice on Pensions, investments and protection products.

The Role

The Financial Services Administrator will provide efficient and accurate administrative support in the processing of new business applications across pensions, investments, and protection products. The role ensures all documentation and applications are submitted correctly and promptly to providers, supporting the advice process and maintaining exceptional client service standards. Duties include@

New Business Processing

Honeycomb is partnering with a Wealth Management company based in Lisburn to recruit for a Financial Services Administrator. The role is full time and permanent.

The Client

An established and growing Wealth Management practice based in Lisburn who provide their clients with advice on Pensions, investments and protection products.

The Role

The Financial Services Administrator will provide efficient and accurate administrative support in the processing of new business applications across pensions, investments, and protection products. The role ensures all documentation and applications are submitted correctly and promptly to providers, supporting the advice process and maintaining exceptional client service standards. Duties include@

New Business Processing

• Accurately process new business applications (pensions, investments, protection) using provider platforms and systems.
• Liaise with product providers to ensure timely submission and progress tracking of applications.
• Monitor pipeline business and follow up to ensure timely completion and issue of policies.
• Scan, upload, and file all documents in line with internal procedures and regulatory compliance.
  

Client & Adviser Support

• Work closely with financial advisers and paraplanners to ensure all required documentation is in place.
• Communicate effectively with clients to request outstanding information or provide updates as needed.
• Prepare and issue welcome packs or confirmation letters for new clients/policies.

Data Management & Compliance

• Maintain accurate client records in CRM/back-office system (Intelligent Office).
• Ensure all processes are compliant with FCA regulations and internal quality standards.
• Assist in keeping due diligence records and provider information up to date.
  

Team Support

• Provide general administrative support including scanning, post, data entry, and answering phones.
• Participate in team meetings and contribute to improving processes and efficiency.

Desired Criteria

• Experience in a similar administrative role within an IFA, wealth management, or financial services firm.
• Understanding of financial products including pensions, ISAs, bonds, and protection.
• Excellent organisational skills with attention to detail.
• Confident in using provider platforms and back-office systems.
• Clear and professional communication skills, both written and verbal.
• Proficient with Microsoft Office (Word, Excel, Outlook).

Package

• Salary £26 - £30K depending on skills and experience
• Pension contribution
• Opportunity to progress
• Annual Leave
• Free onsite parking

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.

Honeycomb is committed to providing equality of opportunity to all.