Administrative Professional for Financial Services

4 hours ago

Belfast, Ireland beBeeFinancial Full time €35,000 - €40,000
Job Title: Financial Services Administrator

Honeycomb is delighted to be working with a wealth management firm based in Belfast to recruit an experienced Financial Services Administrator. This is an exciting opportunity for a motivated and detail-oriented individual to join our team as we continue to grow and expand our services.

About the Role:

We are seeking a highly organized and efficient administrator to support the success of our company. As the Financial Services Administrator, you will play a crucial role in supporting the company's growth and development by providing exceptional administrative support to our clients and staff.

Main Responsibilities:
  • Respond to client enquiries and resolve complex issues promptly and efficiently.
  • Update and maintain accurate and up-to-date client records.
  • Prepare internal documents, including review summaries and withdrawal forms, to the highest standard.
  • Assist in client meetings and complete compliance/provider paperwork accurately and on time.
  • Ensure compliance across all MD cases, maintaining the highest level of professionalism and integrity.
  • Manage the MD's diary and travel arrangements, ensuring seamless coordination and communication.
  • Process new business applications and withdrawals efficiently and accurately.
  • Support the day-to-day office administration and ad hoc tasks, demonstrating flexibility and adaptability.
Requirements:
  • Prior experience working in a financial advisory firm (ideally in an IFA) is essential.
  • Strong client-facing skills with proven experience in client interaction, excellent communication and interpersonal skills.
  • Proficiency in Microsoft Office (Outlook, Word, Excel) and ability to learn new software quickly.
  • High level of accuracy and attention to detail, with strong organizational and time management abilities.
  • Desirable: Experience supporting or attending client meetings, knowledge of Intelliflo Office (IO) system, and familiarity with preparing suitability reports and cashflow models.
Benefits:
  • Competitive, market-leading salary.
  • Free on-site parking.
  • 10% employer pension contribution to the workplace scheme.
  • 4x salary death-in-service benefit.
  • Group private medical insurance.
  • Funded support for examinations.
  • Generous holiday allowance.
  • Discretionary performance bonus.
Contact Information:

To speak in absolute confidence about this opportunity, please send an up-to-date CV via the provided link or contact Emma Glenn directly.

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