Honeycomb is partnering with a Wealth Management practice based in the Titanic area of Belfast to recruit for a Financial Services Administrator. The role is full time and permanent with opportunity for growth and development.
The Client
Our client is a people focused financial planning firm who help individuals, families and businesses achieve their financial goals. They have built their business on delivering high quality advice and service, building long term relationships based on trust, professionalism and integrity.
The Role
Our client is seeking an organised, proactive, and detail-oriented Financial Services Administrator to join their team. This role is central to supporting the financial planners and ensuring the smooth day-to-day administration of client services and business operations.
- Provide administrative support to Financial Planners and Paraplanners
- Process new business applications, policy amendments, and fund switches
- Prepare client review packs and meeting documentation
- Maintain accurate client records and ensure CRM systems are kept up to date
- Liaise with providers, platforms, and product providers regarding client queries and case progress
- Monitor business pipelines and chase outstanding documentation
- Manage incoming calls, emails, and client correspondence professionally
- Assist with compliance and regulatory documentation
- Support the onboarding of new clients, including anti-money laundering and ID verification checks
- Ensure all work is completed in line with FCA regulatory requirements and internal procedures
Skills & Experience
- Previous administration experience within financial services, wealth management, or financial planning
- Excellent organisational skills and strong attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple tasks and prioritise effectively
- Proficient in Microsoft Office, including Word, Excel, and Outlook
- Professional, client-focused approach
Package
- Competitive salary
- Pension contribution
- Holiday entitlement plus bank holidays
- Ongoing training and professional development
- Support toward industry qualifications
- Friendly and supportive team environment
- Career progression opportunities within a growing business
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.
#J-18808-Ljbffr
Financial Services Administrator employer: Confidential
As a leading employer in the data centre operations sector, we offer an exceptional work environment that prioritises employee growth and development. Our collaborative culture fosters innovation and accountability, while our commitment to safety and operational excellence ensures that you will be part of a team that values your contributions. With opportunities for international travel and the chance to lead critical operations across the EMEA region, this role provides a unique platform for impactful leadership and career advancement.
