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- Tasks: Provide administrative support for processing new business applications in financial services.
- Company: Established Wealth Management practice in Lisburn with a focus on client service.
- Benefits: Competitive salary, pension contribution, annual leave, and free onsite parking.
- Why this job: Join a growing team and make a real impact in the financial services sector.
- Qualifications: Experience in financial services administration and strong organisational skills.
- Other info: Opportunities for career progression and a supportive work environment.
The predicted salary is between 26000 - 30000 £ 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.
- 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 in Lisburn employer: Honeycomb
Contact Detail:
Honeycomb Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Lisburn
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector, especially those who might know about opportunities at wealth management firms. A friendly chat can sometimes lead to job openings that aren't even advertised!
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of financial products. Make sure you can confidently discuss pensions, investments, and protection products. This will show potential employers that you're not just a great administrator but also knowledgeable about the industry.
✨Tip Number 3
Practice your communication skills! Since you'll be liaising with clients and advisers, being clear and professional is key. Try role-playing common scenarios with a friend to get comfortable with the types of conversations you might have.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to connect directly with us. So, go ahead and submit your CV!
We think you need these skills to ace Financial Services Administrator in Lisburn
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight any relevant experience in financial services, especially with pensions and investments, so we can see how you fit right in!
Showcase Your Skills: Don’t forget to showcase your organisational skills and attention to detail. We love candidates who can demonstrate their proficiency with Microsoft Office and back-office systems, as these are key for the role.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your previous experience aligns with what we’re looking for. Keep it clear and professional!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It helps us keep track of your application and ensures you don’t miss out on any important updates from us!
How to prepare for a job interview at Honeycomb
✨Know Your Financial Products
Make sure you brush up on your knowledge of pensions, ISAs, bonds, and protection products. Being able to discuss these confidently will show that you understand the industry and can support advisers effectively.
✨Master the Admin Tools
Familiarise yourself with provider platforms and back-office systems like Intelligent Office. If you can demonstrate your proficiency in these tools during the interview, it’ll give you a significant edge.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple tasks or projects in previous roles. Highlighting your attention to detail and ability to keep accurate records will resonate well with the interviewers.
✨Communicate Clearly and Professionally
Practice your verbal and written communication skills. Be ready to explain how you would handle client interactions and keep them updated, as effective communication is key in this role.
