Financial Services Administrator
Armagh
£30,000-£35,000 DOE
Hybrid working
An exciting opportunity to join an established and successful independent wealth management practice, with genuine opportunities for career progression.
We are working exclusively with a well-established financial planning practice in County Armagh to recruit a Financial Services Administrator. The practice provides a range of wealth management and financial planning services, supporting clients with their long-term financial goals through a personalised, relationship-led approach.
This is an excellent opportunity for an experienced financial services administrator to join a professional and supportive team, take ownership of a varied administrative function and develop their career, with a longer-term opportunity to progress into a Practice Manager position.
The Role
- Working closely with the Practice Manager and Financial Advisers, you will be responsible for the smooth day-to-day administration of the practice, including:
- Processing new business across pensions, investments and protection.
- Managing applications, transfers, withdrawals and ongoing policy administration.
- Liaising with providers, platforms and clients to progress business and resolve queries.
- Maintaining accurate client records and ensuring all compliance documentation is up to date.
- Supporting client onboarding and preparing documentation for review meetings.
- Managing outstanding cases and ensuring all business is processed efficiently.
- Providing wider administrative and operational support to the practice.
- This is a varied, hands-on role where you will become a key part of the business and have the opportunity to take on increasing responsibility.
About You
- Previous experience in financial services administration, ideally within an IFA or wealth management environment.
- Good understanding of pensions, investments and protection administration.
- Experience processing new business and liaising with financial providers.
- Strong organisational skills and excellent attention to detail.
- Confident communication skills and a proactive, hands-on approach.
- Someone who enjoys taking ownership and is keen to develop professionally.
What's on Offer?
- Highly competitive salary, depending on experience.
- Hybrid working: 3 days in the office, 2 days from home.
- 25 days annual leave plus statutory holidays.
- Christmas period off.
- Monday-Friday, 9am-5pm.
- Full training provided on internal systems and processes.
- Full-time, permanent position.
- Genuine long-term career progression, with the opportunity to develop into a Practice Manager role.
If you require any adjustments or support during the recruitment process due to a disability, please contact us directly to discuss your requirements.
Honeycomb is an equal opportunity employer.
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FS Admin (Portadown) employer: Honeycomb Jobs Ltd
Honeycomb is an exceptional employer, offering a supportive and flexible working environment that prioritises work-life balance for its employees. With opportunities for professional growth and a strong emphasis on valuing staff, this well-established law firm in Antrim provides a unique chance for experienced Legal Secretaries to thrive in their careers while enjoying the benefits of a friendly workplace culture and convenient location.
