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Financial services administrator

Belfast
Honeycomb Jobs Limited
Financial services administrator
Posted: 8h ago
Offer description

Honeycomb are delighted to be working with a wealth management firm based in Belfast to recruit an experienced Financial Services Administrator. The Company: Our client is a prestigious firm who is at the forefront of wealth management in Belfast. They have recently expanded and are in new premises, offering a friendly and supportive working environment. The Role: As the Financial Services Administrator, you'll play a crucial role in supporting the companies success and working closely with the company director. Main responsibilities will include: Responding to client enquiries and resolving complex issues. Updating and maintaining client records. Preparing internal documents for the MD (e.g., review summaries, withdrawal forms). Assisting in client meetings and complete compliance/provider paperwork. Ensuring compliance across all MD cases. Managing the MD's diary and travel arrangements. Processing new business applications and withdrawals. Supporting the day-to-day office administration and ad hoc tasks. Depending on experience, there may be some Paraplanner duties included in the role such as: Drafting suitability reports for new business and withdrawals. Producing cashflow models for client planning. Preparing follow-up suitability reports after annual reviews. Your Package: Competitive, market-leading salary Free on-site parking 10% employer pension contribution to the workplace scheme 4x salary death-in-service benefit Group private medical insurance Funded support for examinations Generous holiday allowance Discretionary performance bonus What You'll Bring: Essential Previous experience working in a financial advisory firm (ideally in an IFA) is essential. Strong client-facing skills with proven experience in client interaction Proficiency in Microsoft Office (Outlook, Word, Excel) High level of accuracy and attention to detail Excellent organisational and time management abilities Desirable Experience supporting or attending client meetings Knowledge of Intelliflo Office (IO) system Familiarity with preparing suitability reports and cashflow models To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Emma Glenn on or 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. Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs.

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