Honeycomb is delighted to partner with a prestigious Wealth Management company to recruit for a Client Administrator to join their Investment & Wealth Management division. This is a full time and permanent role.
The Company
Our Client is a UK leader in wealth and investment management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Their success hinges on their people and that's their secret for longevity. Our client is a team of passionate professionals and everything they do is guided by their purpose - placing the power of good advice into more hands, to further understand the needs of their clients and what matters most to them.
Job Description
Our client is seeking an ambitious individual to join their team in Belfast. The successful candidate will be responsible for providing full administrative support to Investment & Wealth Managers, as well as building relationships with clients to deliver a positive and sleek client experience.
As a Client Administrator at you will be supported to grow personally and professionally, and you will have access to a structured training programme offering training & competency oversight to excel your personal development. Our client encourages continuous professional development via ongoing studying and qualifications, and have a team of experienced Investment Managers and Financial Advisers who you will have the opportunity to collaborate with and learn from.
This is a hybrid working role with a requirement to be in the office 3 days per week.
As a Client Administrator, your responsibilities will include among others:
* To work closely with the aligned Financial Planners and/or Investment Managers to deliver excellent client outcomes
* To build relationships with clients and maintain regular contact
* Liaise with operational teams where support is provided on activities. e.g., scripts, transfers, corporate actions, static data changes, where applicable
* Preparation of meeting packs and valuations as required
* Assist investment managers in the preparation of new business pitches and presentations
* Maintain back-office systems and client records in line with the company policies
Criteria
* Proven experience working in the financial services industry with investment / wealth management experience or wider financial services experience such as banking.
* Ambition to build a career within a financial services firm, with a willingness to learn and develop
* A strong client service ethic
* Strong (verbal and written) communication skills with an ability to build relationships
* The ability to fully plan workload and display excellent organisational skills
* Ability to use judgement and reasoning to propose solutions to problems
Package
* Competitive salary
* Private medical insurance
* Life assurance
* Pension contribution
* Hybrid working model (role dependant)
* Generous holiday package
* Option to purchase additional holiday
* Shared parental leave
How to Apply
To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.
Disclaimer
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. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.