Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment.
The Client
Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do.
The Role
Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include:
* Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.
* Maintaining and updating client records across back-office systems, platforms, and planning tools.
* Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.
* Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.
* Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.
* Assisting with general administrative tasks such as managing correspondence, handling calls.
Desirable Criteria
The ideal candidate may bring some or all of the following experience and attributes:
* 3 years' experience working in an IFA administration role
* Proven ability to prepare detailed report packs to support financial advisers in client annual reviews
* Experience using financial planning software, particularly XPLAN
* Strong analytical skills with the ability to interpret financial data and support informed decision making
* Excellent verbal and written communication skills, with a natural ability to build rapport with clients
* A proactive, solution focused mindset and a strong commitment to delivering exceptional client service
The Package
In return for your skills and dedication, the successful candidate will receive:
* A competitive salary of £28,000 - £30,000, depending on experience
* 5 weeks paid annual leave, plus all bank holidays
* Company pension contribution
* Direct mentor ship and support from the Managing Director
* A collaborative, professional team environment
* Modern office space in a prime city centre location
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs Ireland.
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.