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- Tasks: Support financial advisers by processing applications for pensions, investments, and protection products.
- Company: Join a growing Wealth Management practice in Lisburn, dedicated to exceptional client service.
- Benefits: Enjoy a competitive salary, pension contributions, annual leave, and free onsite parking.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in clients' financial lives.
- Qualifications: Experience in financial services administration and strong organisational skills are essential.
- Other info: This is a full-time, permanent role with opportunities for career progression.
The predicted salary is between 20800 - 24000 £ per year.
Honeycomb is partnering with a Wealth Management company based in Lisburn to recruit for a Financial Services Administrator. The role is full time and permanent. The Client An established and growing Wealth Management practice based in Lisburn who provide their clients with advice on Pensions, investments and protection products. The Role The Financial Services Administrator will provide efficient and accurate administrative support in the processing of new business applications across pensions, investments, and protection products. The role ensures all documentation and applications are submitted correctly and promptly to providers, supporting the advice process and maintaining exceptional client service standards. Duties include New Business Processing Accurately process new business applications (pensions, investments, protection) using provider platforms and systems. Liaise with product providers to ensure timely submission and progress tracking of applications. Monitor pipeline business and follow up to ensure timely completion and issue of policies. Scan, upload, and file all documents in line with internal procedures and regulatory compliance. Client & Adviser Support Work closely with financial advisers and paraplanners to ensure all required documentation is in place. Communicate effectively with clients to request outstanding information or provide updates as needed. Prepare and issue welcome packs or confirmation letters for new clients/policies. Data Management & Compliance Maintain accurate client records in CRM/back-office system (Intelligent Office). Ensure all processes are compliant with FCA regulations and internal quality standards. Assist in keeping due diligence records and provider information up to date. Team Support Provide general administrative support including scanning, post, data entry, and answering phones. Participate in team meetings and contribute to improving processes and efficiency. Desired Criteria Experience in a similar administrative role within an IFA, wealth management, or financial services firm. Understanding of financial products including pensions, ISAs, bonds, and protection. Excellent organisational skills with attention to detail. Confident in using provider platforms and back-office systems. Clear and professional communication skills, both written and verbal. Proficient with Microsoft Office (Word, Excel, Outlook). Package Salary £28-33K depending on skills and experience Pension contribution Opportunity to progress Annual Leave Free onsite parking To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Alex Deery for further information. 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 Skills: financial services administrator financial services admin FS Admin
Financial Services Administrator employer: Honeycomb Jobs Limited
Contact Detail:
Honeycomb Jobs Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Familiarise yourself with the specific financial products mentioned in the job description, such as pensions, ISAs, and protection products. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Make sure to highlight any experience you have with CRM systems or back-office platforms like Intelligent Office. Being able to demonstrate your proficiency with these tools can set you apart from other candidates.
✨Tip Number 3
Prepare to discuss your organisational skills and attention to detail. Think of specific examples from your past roles where you successfully managed multiple tasks or ensured compliance with regulations, as these are crucial for this position.
✨Tip Number 4
Research the company’s values and client service standards. Being able to articulate how your personal values align with theirs can demonstrate your commitment to maintaining exceptional client service, which is a key aspect of the role.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services administration. Emphasise any roles where you've processed applications or worked with financial products like pensions and investments.
Craft a Strong Cover Letter: Write a cover letter that specifically addresses the requirements of the Financial Services Administrator role. Mention your understanding of financial products and your organisational skills, and explain why you're a great fit for the company.
Showcase Communication Skills: In your application, provide examples of how you've effectively communicated with clients or colleagues in previous roles. This is crucial for the position, so highlight your clear and professional communication style.
Highlight Compliance Knowledge: Since the role involves ensuring compliance with FCA regulations, mention any experience you have with regulatory standards or maintaining accurate records. This will demonstrate your attention to detail and understanding of the industry.
How to prepare for a job interview at Honeycomb Jobs Limited
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products relevant to the role, such as pensions, ISAs, and protection products. Being able to discuss these confidently will show your potential employer that you are knowledgeable and prepared.
✨Demonstrate Organisational Skills
Since the role requires excellent organisational skills, be ready to provide examples from your past experiences where you successfully managed multiple tasks or projects. This will highlight your ability to handle the administrative demands of the position.
✨Prepare for Compliance Questions
Familiarise yourself with FCA regulations and compliance standards relevant to the financial services industry. Be prepared to discuss how you would ensure compliance in your work, as this is crucial for maintaining client trust and company integrity.
✨Practice Clear Communication
Effective communication is key in this role, so practice articulating your thoughts clearly and professionally. You might be asked to explain complex information, so being concise and clear will demonstrate your suitability for the position.
