Financial Services Administrator

Honeycomb Jobs Limited; Belfast; On-site; GBP 30,000 - 40,000; Full time

Job summary

A wealth management firm based in Belfast is seeking an experienced Financial Services Administrator. The role involves supporting the company's success through client interaction, maintaining records, and assisting with compliance tasks. Candidates should have prior experience in a financial advisory firm and strong organizational skills. The position offers a competitive salary, benefits including a pension contribution, and career development support.

Benefits

Competitive, market-leading salary

Free on-site parking

10% employer pension contribution

Group private medical insurance

Generous holiday allowance

Discretionary performance bonus

Qualifications

• Previous experience in a financial advisory firm is essential.
• Strong client-facing skills with proven experience in client interaction.
• High level of accuracy and attention to detail.

Responsibilities

• Responding to client enquiries and resolving complex issues.
• Updating and maintaining client records.
• Preparing internal documents for the MD.

Skills

Client-facing skills

Proficiency in Microsoft Office

Accuracy and attention to detail

Organizational and time management abilities

Tools

Intelliflo Office (IO)

Job description

Overview

Honeycomb are delighted to be working with a wealth management firm based in Belfast to recruit an experienced Financial Services Administrator.

The Company

Our client is a prestigious firm who is at the forefront of wealth management in Belfast. They have recently expanded and are in new premises, offering a friendly and supportive working environment.

The Role

As the Financial Services Administrator, you\'ll play a crucial role in supporting the company\'s success and working closely with the company director. Main responsibilities will include:

• Responding to client enquiries and resolving complex issues.
• Updating and maintaining client records.
• Preparing internal documents for the MD (e.g., review summaries, withdrawal forms).
• Assisting in client meetings and complete compliance/provider paperwork.
• Ensuring compliance across all MD cases.
• Managing the MD\'s diary and travel arrangements.
• Processing new business applications and withdrawals.
• Supporting the day-to-day office administration and ad hoc tasks.

Depending on experience, there may be some Paraplanner duties included in the role such as:

• Drafting suitability reports for new business and withdrawals.
• Producing cashflow models for client planning.
• Preparing follow-up suitability reports after annual reviews.

Your Package

• Competitive, market-leading salary
• Free on-site parking
• 10% employer pension contribution to the workplace scheme
• 4x salary death-in-service benefit
• Group private medical insurance
• Funded support for examinations
• Generous holiday allowance
• Discretionary performance bonus

What\'ll Bring

Essential

• Previous experience working in a financial advisory firm (ideally in an IFA) is essential.
• Strong client-facing skills with proven experience in client interaction
• Proficiency in Microsoft Office (Outlook, Word, Excel)
• High level of accuracy and attention to detail
• Excellent organisational and time management abilities

Desirable

• Experience supporting or attending client meetings
• Knowledge of Intelliflo Office (IO) system
• Familiarity with preparing suitability reports and cashflow models

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Emma Glenn on or

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.

Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs.