Financial Services Admin: Detail-Driven Support for Advisers

Financial Services Admin: Detail-Driven Support for Advisers

Full-Time 31500 - 38500 Β£ / year (est.) No working from home possible
Honeycomb Jobs

At a Glance

  • Tasks: Provide essential admin support to Financial Advisers and ensure compliance with regulations.
  • Company: Established financial planning firm in Belfast with a strong reputation.
  • Benefits: Competitive salary, supportive team environment, and opportunities for career advancement.
  • Other info: Great opportunity for growth in the financial services sector.
  • Why this job: Join a dynamic team and play a key role in helping clients achieve their financial goals.
  • Qualifications: Detail-oriented with strong organisational skills and a passion for finance.

The predicted salary is between 31500 - 38500 Β£ per year.

Honeycomb is partnering with an established financial planning firm to recruit a Financial Services Administrator in Belfast. The role provides comprehensive administrative support to Financial Advisers, ensuring processes are accurate and compliant with FCA requirements.

You will handle new business applications across pensions, investments and protection, produce client documents and review packs, manage letters of authority, and liaise with clients and providers while maintaining records.

Financial Services Admin: Detail-Driven Support for Advisers employer: Honeycomb Jobs

Join a leading Wealth Management practice in Newtownards, where you will thrive in a supportive work environment that values your contributions and fosters career development. With free parking and a focus on employee growth, this role as a Senior FS Admin / Junior Paraplanner offers you the chance to make a meaningful impact while working alongside experienced Financial Advisors in a collaborative setting.

Honeycomb Jobs

Contact Details:

Honeycomb Jobs Recruitment Team

We think you need these skills to ace Financial Services Admin: Detail-Driven Support for Advisers

Attention to Detail
Administrative Support
FCA Compliance
Client Document Production
Record Management
Communication Skills
Liaison Skills