Financial Services Administrator

Honeycomb Jobs Ltd; Moira; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

Hybrid working

Free on-site parking

Early finish Fridays

Supportive team environment

Job summary

Honeycomb Jobs Ltd in Moira, Co. Down, is seeking an experienced Financial Services Administrator to join its supportive team. You will provide pre- and post-sales administrative support, handle client correspondence, gather policy information, and ensure compliance with regulatory requirements.

The role offers hybrid working, a friendly environment, and opportunities to develop within financial services.

Qualifications

• Previous experience in a financial services administration role.
• Strong organisational skills and the ability to manage competing priorities.
• Excellent attention to detail and a methodical approach to work.
• Strong written and verbal communication skills.
• Proficient IT skills with Microsoft Office.
• Proactive approach to problem-solving and initiative.
• Professional, positive attitude and commitment to client service.

Responsibilities

• Preparing client correspondence, including letters, emails and other documentation.
• Obtaining policy information and valuations, and preparing relevant information ahead of client meetings.
• Assisting with the preparation of review letters, advice reports and calculations for Financial Adviser approval.
• Supporting Financial Advisers with research and the preparation of client reports.
• Managing client queries professionally and ensuring high standards of service.
• Maintaining accurate client records and keeping information up to date.
• Ensuring client files comply with regulatory requirements and addressing remedial actions.
• Managing provider applications from submission to completion.
• Supporting client servicing, reviews and disengagement processes.
• Providing general administrative support including post, scanning, document management and ad hoc projects.
• Collaborating with colleagues and providing cover when required.

Skills

Financial services experience

Organisational skills

Attention to detail

Communication

Proactive problem solving

Client service

Initiative

Tools

Microsoft Office

Job description

Financial Services Administrator

Location: Moira, Co. Down

Are you an experienced Financial Services Administrator looking for your next career move?

We are exclusively recruiting on behalf of an established financial services business seeking a motivated and organised Financial Services Administrator to join its supportive team based in Moira.

This is an excellent opportunity for someone with previous financial services administration experience who enjoys working in a client-focused environment, takes pride in delivering a high standard of service and is keen to develop their career within the industry.

The Role

Working closely with Financial Advisers and the wider support team, you will provide essential pre- and post-sales administrative support, ensuring client requests and documentation are processed accurately, efficiently and in line with regulatory and compliance requirements.

Key Responsibilities

• Preparing client correspondence, including letters, emails and other documentation.
• Obtaining policy information and valuations, and preparing relevant information ahead of client meetings.
• Assisting with the preparation of review letters, advice reports and calculations for Financial Adviser approval.
• Supporting Financial Advisers with research and the preparation of client reports.
• Managing client queries professionally and ensuring a consistently high standard of customer service.
• Maintaining accurate client records and ensuring all information is kept up to date.
• Ensuring client files are maintained in accordance with compliance requirements and addressing any remedial actions.
• Managing provider applications from initial submission through to completion.
• Supporting client servicing, reviews and disengagement processes.
• Providing general administrative support, including post, scanning, document management and ad hoc projects.
• Working collaboratively with colleagues and providing cover and support when required.

About You

To be successful in this role, you will ideally have:

• Previous experience in a financial services administration role.
• A good understanding of the financial services industry and associated processes.
• Strong organisational skills and the ability to manage competing priorities.
• Excellent attention to detail and a methodical approach to your work.
• Strong written and verbal communication skills.
• Good general IT skills and confidence using Microsoft Office applications.
• A proactive approach to problem-solving and the ability to use your initiative.
• A professional, positive attitude and a genuine commitment to delivering excellent client service.

What's on Offer?

• Competitive salary, dependent on experience.
• Hybrid working.
• Free on-site parking.
• Early finish every Friday.
• The opportunity to join a supportive and established team.
• A positive working environment with opportunities to develop your experience within financial services.