Financial Services Administrator (Belfast)

Honeycomb; Belfast; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a dedicated Financial Services Administrator to join their dynamic team in Belfast. This full-time, permanent role offers the chance to support senior financial planners in a variety of essential tasks, from client support and research to ensuring compliance with regulatory standards. The ideal candidate will possess strong administrative skills and a passion for the financial services sector. Join a company committed to equality of opportunity and make a significant impact in a fast-paced environment. This is a fantastic opportunity for those looking to advance their career in financial services.

Qualifications

• Experience as a Financial Services Administrator is ideal.
• Strong IT skills to enhance efficiency in financial services.

Responsibilities

• Assist in preparing and analyzing financial plans.
• Conduct research on investment options and market trends.
• Ensure compliance with regulatory requirements.

Skills

Client Support

Research and Analysis

Documentation

Compliance

Administrative Support

IT Skills

Job description

Honeycomb is delighted to partner with a Financial Services company to recruit for a Financial Services Administrator to join their busy team based in Belfast. The role is full time and permanent.

The Company

Our client is a Financial Services Firm, based in Belfast City Centre.

The Role

The Financial Services Administrator will work closely with the Senior Team to carry out a range of support duties. Typical duties will include:

• Client Support: Assist in the preparation and analysis of financial plans, including gathering client information and organising financial data.
• Research and Analysis: Conduct research on investment options, financial products, and market trends to support financial recommendations.
• Documentation: Help prepare and maintain accurate records of client meetings, recommendations, and financial plans.
• Compliance: Ensure that all financial planning activities comply with regulatory requirements and company policies.
• Administrative Support: Provide general administrative support to senior financial planners, including scheduling meetings and managing client communications.

Essential Criteria

• Ideally, experience working as a Financial Services Administrator in a Financial Services Company.
• A strong Administrator with a passion to work in Financial Services
• Strong IT skills and good at identifying a way systems can be used to create efficiency's.

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Lauren at Honeycomb on [e-mail] 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.