FS Admin (Portadown)

Honeycomb Jobs Ltd; Portadown; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Hybrid working

26 days annual leave including public

Christmas period off

9am-5pm hours

Full training provided

Career progression

Job summary

Honeycomb Jobs Ltd is recruiting a Financial Services Administrator for a County Armagh-based wealth management practice. The role offers hybrid working, a salary of £30,000-£35,000 DOE, and potential career progression into a Practice Manager position.

You will support day-to-day administration, process new business across pensions, investments and protection, liaise with providers and clients, and maintain compliant client records.

Qualifications

• Experience in financial services administration, ideally within an IFA or wealth management environment.
• Good understanding of pensions, investments and protection administration.
• Experience processing new business and liaising with financial providers.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills and a proactive, hands-on approach.
• Someone who enjoys taking ownership and is keen to develop professionally.

Responsibilities

• Take ownership of day-to-day administration of the practice in collaboration with the Practice Manager and Financial Advisers.
• Process new business across pensions, investments and protection.
• Manage applications, transfers, withdrawals and ongoing policy administration.
• Liaise with providers, platforms and clients to progress business and resolve queries.
• Maintain accurate client records and ensure compliance documentation is up to date.
• Support client onboarding and prepare documentation for review meetings.
• Support the practice with wider administrative and operational tasks.

Skills

Financial admin

Pensions & Investments

New business processing

Organisational skills

Communication skills

Ownership mindset

Job description

Financial Services Administrator

Armagh

£30,000-£35,000 DOE

Hybrid working

An exciting opportunity to join an established and successful independent wealth management practice, with genuine opportunities for career progression.

We are working exclusively with a well-established financial planning practice in County Armagh to recruit a Financial Services Administrator. The practice provides a range of wealth management and financial planning services, supporting clients with their long-term financial goals through a personalised, relationship-led approach.

This is an excellent opportunity for an experienced financial services administrator to join a professional and supportive team, take ownership of a varied administrative function and develop their career, with a longer-term opportunity to progress into a Practice Manager position.

The Role

• Working closely with the Practice Manager and Financial Advisers, you will be responsible for the smooth day-to-day administration of the practice, including:
• Processing new business across pensions, investments and protection.
• Managing applications, transfers, withdrawals and ongoing policy administration.
• Liaising with providers, platforms and clients to progress business and resolve queries.
• Maintaining accurate client records and ensuring all compliance documentation is up to date.
• Supporting client onboarding and preparing documentation for review meetings.
• Managing outstanding cases and ensuring all business is processed efficiently.
• Providing wider administrative and operational support to the practice.
• This is a varied, hands-on role where you will become a key part of the business and have the opportunity to take on increasing responsibility.

About You

• Previous experience in financial services administration, ideally within an IFA or wealth management environment.
• Good understanding of pensions, investments and protection administration.
• Experience processing new business and liaising with financial providers.
• Strong organisational skills and excellent attention to detail.
• Confident communication skills and a proactive, hands-on approach.
• Someone who enjoys taking ownership and is keen to develop professionally.

What's on Offer?

• Highly competitive salary, depending on experience.
• Hybrid working: 3 days in the office, 2 days from home.
• 25 days annual leave plus statutory holidays.
• Christmas period off.
• Monday-Friday, 9am-5pm.
• Full training provided on internal systems and processes.
• Full-time, permanent position.
• Genuine long-term career progression, with the opportunity to develop into a Practice Manager role.

If you require any adjustments or support during the recruitment process due to a disability, please contact us directly to discuss your requirements.

Honeycomb is an equal opportunity employer.