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, through a team of dedicated and experienced financial planning advisers and investment professionals.
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
- A minimum of 2 years' experience working in the Financial Services sector
- An excellent working knowledge of MS Office and a good telephone manner
- A flexible attitude and a proven record as a strong team player
- Strong client focus
Package
- Salary depending on experience
- Pension
- Competitive holidays
- Discretionary bonus
- Flexible benefit allowance
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Sam Evans, 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.
Skills:
Admin/Administration/Mortgage/Investment/Pensions
WHJS1_NI