Job Title

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 ClientOur client provides a comprehensive range of financial planning and investment management services to clients in Northern Ireland. Established in Belfast in 2007 our client manages assets for clients in Northern Ireland through a team of dedicated and experienced financial planning advisers and investment professionals. The RoleThe 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 TeamCompile pre-meeting information from internal and external sourcesCompleting, checking and submitting client reports and take on documentationProcess new business and client instructions in a timely mannerLiaise with Advisers and management to ensure effective and compliant delivery of allocated dutiesCompile 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 timescalesWork 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 schedulesSupport the ongoing client relationship in conjunction with the Adviser and administration staffGeneral administrative duties within the Wealth Management and Financial Advisory businesses.Comply with the Risk and Compliance frameworks, policies and procedures associated with the roleRequirementsA minimum of 2 years' experience working in the Financial Services sectorAn excellent working knowledge of MS Office and a good telephone mannerA flexible attitude and a proven record as a strong team playerStrong client focusPackageSalary of £28 - £30k depending on experiencePensionCompetitive holidaysDiscretionary bonusFlexible benefit allowanceTo 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.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.