At a Glance
- 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 or administration, with strong organisational and communication skills required.
- Other info: 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 £26 - £30K 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 Louise Quinn, Associate Director, Honeycomb Jobs Ireland. 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.
Financial Services Administrator employer: Honeycomb Jobs
Contact Detail:
Honeycomb Jobs 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 how you've maintained compliance and attention to detail in previous roles. The ability to ensure regulatory compliance is crucial for this position, so having examples ready will show that you're a strong fit.
✨Tip Number 4
Network with professionals in the wealth management sector, especially those who work in administrative roles. They can provide insights into the company culture and expectations, which can be invaluable during your application process.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Understand the Role: Carefully read the job description for the Financial Services Administrator position. Make sure you understand the key responsibilities and desired criteria, as this will help you tailor your application.
Tailor Your CV: Customise your CV to highlight relevant experience in administrative roles within financial services. Emphasise your understanding of financial products and any experience with provider platforms or CRM systems.
Craft a Strong Cover Letter: Write a compelling cover letter that explains why you are a great fit for the role. Mention specific skills that align with the job requirements, such as organisational skills and attention to detail.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail.
How to prepare for a job interview at Honeycomb Jobs
✨Know Your Financial Products
Make sure you have a solid understanding of the financial products mentioned in the job description, such as pensions, ISAs, and protection products. Being able to discuss these confidently will show your potential employer that you are knowledgeable and ready for the role.
✨Demonstrate Organisational Skills
Prepare examples from your past experience that highlight your organisational skills and attention to detail. This role requires accurate processing of applications, so showcasing your ability to manage multiple tasks efficiently will be crucial.
✨Practice Clear Communication
Since the role involves liaising with clients and advisers, practice articulating your thoughts clearly and professionally. You might want to prepare answers to common interview questions that require you to explain complex information simply.
✨Familiarise Yourself with CRM Systems
If you have experience with CRM or back-office systems, be ready to discuss it. If not, do some research on Intelligent Office or similar platforms to demonstrate your willingness to learn and adapt to new technologies.