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Client services administrator

Belfast
Honeycomb Jobs Limited
Client service administrator
€28,000 - €30,000 a year
Posted: 23 May
Offer description

Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Client 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 Client 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 Skills: Financial Services Administrator Client Services Administrator IFA

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