Honeycomb is delighted to be partnering with an independently owned Wealth Management firm to recruit for a Junior Administrator to join their close-knit team based in Belfast. The role is full time, permanent and fully office based.
Client
Our client is a well-established independently owned Wealth Management firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment.
This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office.
Responsibilities
* Managing incoming and outgoing post
* Scanning, filing and organising client documentation
* Taking audio dictation and preparing typed documents and correspondence
* Answering incoming telephone calls and assisting clients professionally and warmly
* Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages
* Assisting with mortgage quotations and documentation preparation
* Preparing client review packs, valuations and supporting documentation
* Updating and maintaining accurate client records and files
* Scheduling appointments and assisting with diary coordination
* Providing general office and administrative support across the business
* Supporting a professional and welcoming office environment for clients and visitors
Requirements
* Previous administration experience is desirable but not essential
* Strong typing and organisational skills
* Confident communication skills, both written and verbal
* Friendly, approachable and professional manner with clients and colleagues
* Comfortable handling telephone calls and client interaction
* Good attention to detail and ability to manage multiple tasks
* Strong IT skills and willingness to learn new systems
* A positive attitude and willingness to support the wider team
Benefits
* Competitive salary dependent on experience
* Full time permanent position
* Monday to Friday, 9am - 5pm
* One hour lunch break daily
* Supportive and friendly office environment
* Opportunity to develop a long-term career within Wealth Management and Financial Services
Equal Opportunity
Honeycomb is committed to providing equality of opportunity to all.
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