Honeycomb is delighted to be partnering with an independently owned Wealth Management firm to recruit for a Junior Administrator to join their close-knit team based in Belfast. The role is full time, permanent and fully office based.
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.
Responsibilities
- 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
Requirements
- 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
Benefits
- 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
Equal Opportunity
Honeycomb is committed to providing equality of opportunity to all.
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