
Career Opportunity
4 days ago
Honeycomb is partnering with a prestigious wealth management firm in Belfast to find an experienced Financial Services Administrator.
Key Responsibilities:- Respond to client queries and resolve complex issues.
- Update and maintain accurate records of all clients.
- Prepare essential documents for senior directors, such as review summaries and withdrawal forms.
- Support client meetings by completing compliance and provider paperwork.
- Maintain regulatory compliance across all cases handled.
- Coordinate senior director travel arrangements and schedule diaries.
- Process new business applications and manage client withdrawals efficiently.
- Assist with general office administration tasks as required.
- Draft suitability reports for new business and withdrawals based on experience.
- Develop cash flow models for client planning purposes.
The ideal candidate will possess previous experience in a financial advisory firm, strong interpersonal skills, proficiency in Microsoft Office, attention to detail, excellent organizational abilities, and desirable knowledge of report preparation.
We are committed to providing equal opportunities to all applicants. If you have any disability requiring assistance during the recruitment process, please contact us directly.
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