Financial Services AdministratorLocation: Belfast & Surrounding AreaFull-Time | Permanent
Honeycomb is delighted to be partnering with a well-established and growing independent financial planning firm to recruit a Financial Services Administrator.
This is an excellent opportunity for an experienced financial services professional to join a close-knit and supportive team, providing administrative support to advisers across a busy and successful practice.
The Role
You will play a key role in supporting advisers and ensuring the smooth delivery of client services across the business. Working closely with a small team, you will be responsible for a range of financial services administration duties, helping to deliver an exceptional client experience.
Duties will include:
- Processing new business applications
- day to day office duties
- Supporting advisers with pensions and protection administration
- Liaising with providers and clients
- Maintaining accurate client records and documentation
- Managing queries and ensuring excellent service standards
- Providing general administrative support to the wider team
This position requires travel between office locations, therefore a full driving licence and access to your own transport is essential.
The Person
The successful candidate will have previous experience working within financial services and be looking to build a long-term career within the industry.
You will ideally have:
- Previous experience within a financial planning, wealth management or financial services environment
- Exposure to pensions and protection administration
- Strong attention to detail and organisational skills
- Excellent communication and relationship-building abilities
- A proactive and professional approach
- A desire to become a valued long-term member of a growing team
The Package
- Pension scheme
- Protection benefits
- Annual leave plus bank holidays
- Free parking
- Supportive team environment
- Opportunity to join a stable and growing independent financial planning firm
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Sam Evans,
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 equal opportunities to all applicants.
Skills:pensions admin/pensions investigations/Admin
WHJS1_NI
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