Business Administrator and Customer Service

{ “@context”: “http://schema.org”, “@type”: “JobPosting”, “title”: “Business Administrator and Customer Service”, “description”: “The role is full time, permanent and fully office based. The Client Our client is a well-established independently owned Wealth Management firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment. This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office. The Role The Junior Administrator will support the Advisors with the day-to-day running of the office and assist with a wide range of administrative and client support duties. Managing incoming and outgoing post * Scanning, filing and organising client documentation * Taking audio dictation and preparing typed documents and correspondence * Answering incoming telephone calls and assisting clients professionally and warmly * Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages * Assisting with mortgage quotations and documentation preparation * Preparing client review packs, valuations and supporting documentation * Updating and maintaining accurate client records and files * Scheduling appointments and assisting with diary coordination * Providing general office and administrative support across the business * Supporting a professional and welcoming office environment for clients and visitors Criteria * Previous administration experience is desirable but not essential * Strong typing and organisational skills * Confident communication skills, both written and verbal * Friendly, approachable and professional manner with clients and colleagues * Comfortable handling telephone calls and client interaction * Good attention to detail and ability to manage multiple tasks * Strong IT skills and willingness to learn new systems * A positive attitude and willingness to support the wider team Package * Competitive salary dependent on experience * Full time permanent position * Monday to Friday, 9am – 5pm * One hour lunch break daily * Supportive and friendly office environment * Opportunity to develop a long-term career within Wealth Management and Financial Services How to Apply To apply for this role, please submit your CV via the application form provided. Disclaimer If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss. Skills: Admin/Administration/Mortgage/Investment/Pensions”, “datePosted”: “2026-05-22”, “hiringOrganization”: { “@type”: “Organization”, “name”: “Honeycomb Jobs Limited”, “sameAs”: “https://uk.whatjobs.com/pub_api__cpl__439000945__4861?utm_campaign=publisher&utm_medium=api&utm_source=4861&geoID=936” }, “jobLocation”: { “@type”: “Place”, “address”: { “@type”: “PostalAddress”, “addressLocality”: “Belfast” } } }