Honeycomb is partnering with a well established and high performing Wealth Management company to recruit for a Senior Financial Services Administrator to join their office based just outside Belfast city centre. The role is office based Tuesday - Thursday, with Monday and Friday WFH days. The role is permanent and comes with great career development opportunities.
The Client
A prestigious wealth management firm based in Belfast is seeking a talented Senior Financial Insurance Administrator to join their dynamic team. This role offers an exceptional opportunity to work with a forward-thinking company that's poised for significant growth in the coming years. As a Senior Financial Insurance Administrator, you'll be at the forefront of client service excellence in a rapidly evolving industry.
The Role
As a Senior Financial Services Administrator, you will closely with the Financial Advisors to carry out a range of support duties. Typical tasks include:
1. Manage and optimise the client review process, ensuring top-notch service delivery
2. Utilise the Intelligent Office system to maintain accurate client records and streamline workflows
3. Collaborate with a team of 7 advisors, paraplanners, and financial services administrators
4. Contribute to the company's growth strategy
5. Build relationships with clients, providers and internal stakeholders
Desired Criteria
6. Proven experience in financial services administration in a wealth management setting
7. Strong knowledge of client review processes and regulatory compliance
8. Proficiency in using financial management software, ideally Intelligent Office
Package
9. Salary £28 - £32K
10. 25 days annual leave + stats
11. 5% Pension
12. 4 x death in service
13. Private Medical Insurance
14. Income protection
15. Free on site parking
16. Hybrid working