Financial Services Administrator

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 is partnering with a Wealth Management practice based in the Titanic area of Belfast to recruit for a Financial Services Administrator. The role is full time and permanent with opportunity for growth and development.

The Client

Our client is a people focused financial planning firm who help individuals, families and businesses achieve their financial goals. They have built their business on delivering high quality advice and service, building long term relationships based on trust, professionalism and integrity.

The Role

Our client is seeking an organised, proactive, and detail-oriented Financial Services Administrator to join their team. This role is central to supporting the financial planners and ensuring the smooth day-to-day administration of client services and business operations.

• 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 ensure CRM systems are kept up to date
• Liaise with providers, platforms, and product providers regarding client queries and case progress
• Monitor business pipelines and chase outstanding documentation
• Manage incoming calls, emails, and client correspondence professionally
• Assist with compliance and regulatory documentation
• Support the onboarding of new clients, including anti-money laundering and ID verification checks
• Ensure all work is completed in line with FCA regulatory requirements and internal procedures

Skills & Experience

• 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
• Professional, client-focused approach

Package

• Competitive salary
• Pension contribution
• Holiday entitlement plus bank holidays
• Ongoing training and professional development
• Support toward industry qualifications
• Friendly and supportive team environment
• Career progression opportunities within a growing business

Disclaimer

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. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.