Financial Services Administrator

New Yesterday

Honeycomb is delighted to partner with a well-known nationwide Wealth Management firm to recruit for a Financial Services Administrator to join their high performing team based in Belfast. The role is full time and permanent, offering hybrid working after probation. The Client Our client provides a comprehensive range of financial planning and investment management services to clients in Northern Ireland. They have been recognised as an FT Adviser Top 100 Firm and hold Chartered Firm status - demonstrating their commitment to professionalism, ethics, and delivering exceptional client outcomes. The Role The Financial Services Administrator will support the Financial Advisors with a range of administrative support. Typical duties will include: Provide administration and client relationship support to the Wealth Management & Financial Advisory Team Compile pre-meeting information from internal and external sources Completing, checking and submitting client reports and take on documentation Process new business and client instructions in a timely manner Liaise with Advisers and management to ensure effective and compliant delivery of allocated duties Compile and maintain records to support research undertaken and solutions provided, and update client records as required Ensure timely delivery of key features, illustrations and other mandatory documentation within agreed timescales Work closely with the wider team to ensure timely and accurate implementation of agreed actions arising from client meetings and to service existing clients; Prepare timely, accurate information and documentation to ensure client reviews and valuations are delivered in line with agreed service schedules Support the ongoing client relationship in conjunction with the Adviser and administration staff General administrative duties within the Wealth Management and Financial Advisory businesses. Comply with the Risk and Compliance frameworks, policies and procedures associated with the role Requirements An excellent working knowledge of MS Office and a good telephone manner A minimum of 2 years' experience working in an Independent Financial Advisor environment A flexible attitude and a proven record as a strong team player Strong knowledge of financial products (GIAs, ISAs, bonds, protection etc.) Strong client focus Package Salary of £28 - £32k depending on experience Pension contribution Competitive holidays Discretionary bonus Flexible benefit allowance Hybrid working Free - onsite parking To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Alex Deery at . 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. Skills: financial services administrator financial services admin FS Admin
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Location:
Belfast
Job Type:
FullTime
Category:
Finance | Administration

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