Financial Services Administrator

Honeycomb is delighted to be partnering with a highly respected financial services firm to recruit for a Financial Services Administrator. This is an excellent opportunity for a professional who enjoys delivering exceptional client service and thrives in a structured, detail-oriented environment. The Client Our client is a well-established and highly reputable financial planning firm based in Belfast city centre. With a strong track record of delivering tailored financial advice, they pride themselves on building long-term relationships with clients through a personal and proactive service. This is an excellent opportunity to join a close-knit team where quality, integrity, and client care are at the heart of everything they do. The Role Working directly with the Managing Director, the Financial Services Administrator will play a vital role in supporting the delivery of high-quality financial planning services. Key responsibilities include: Preparing comprehensive client review packs in advance of meetings, ensuring all documentation is accurate and complete.Maintaining and updating client records across back-office systems, platforms, and planning tools.Acting as a professional and friendly point of contact for client enquiries, delivering excellent service.Supporting the annual review process by coordinating meeting schedules, documentation, and follow-up actions.Ensuring all client files are fully compliant, including up to date risk profiles, data gathering, and supporting documents.Assisting with general administrative tasks such as managing correspondence, handling calls.Desirable Criteria The ideal candidate may bring some or all of the following experience and attributes: 3 years\’ experience working in an IFA administration roleProven ability to prepare detailed report packs to support financial advisers in client annual reviewsExperience using financial planning software, particularly XPLANStrong analytical skills with the ability to interpret financial data and support informed decision makingExcellent verbal and written communication skills, with a natural ability to build rapport with clientsA proactive, solution focused mindset and a strong commitment to delivering exceptional client serviceThe Package In return for your skills and dedication, the successful candidate will receive: A competitive salary of £28,000 – £30,000, depending on experience5 weeks paid annual leave, plus all bank holidaysCompany pension contributionDirect mentor ship and support from the Managing DirectorA collaborative, professional team environmentModern office space in a prime city centre locationTo 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.#J-18808-Ljbffr