Financial Services Admin

Financial Services AdministratorBelfast Full-time One day working from home Honeycomb is delighted to be working with an established wealth management organisation to recruit two Client Relationship Managers for its growing Belfast team. These opportunities offer the chance to work closely with a dedicated financial adviser, combining pensions and investment administration with client liaison and organisational support. We welcome applications from experienced IFA or wealth management administrators, as well as candidates earlier in their financial services career who are keen to develop. The opportunities One position requires an experienced administrator who can take ownership of a busy workload and provide proactive support to an adviser with high standards of accuracy and service. Strong pensions and investment knowledge, excellent organisation and the ability to anticipate requirements will be essential. The second position offers scope for someone with less experience to build on their existing knowledge. An IFA background would be advantageous, alongside enthusiasm, attention to detail and a clear interest in financial services. Both positions carry the title Client Relationship Manager. The role Your responsibilities will include:Providing dedicated administrative support to a financial adviser.Arranging client meetings and preparing meeting and review documentation.Processing pension and investment applications and progressing outstanding cases.Liaising with ..... full job details .....