Wealth Management Admin - Hybrid, Path to Practice Manager

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

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.