Financial Services Administrator
Financial Services AdministratorBelfast - Nine-month contract with potential to become permanentHoneycomb is delighted to be working exclusively with a prestigious international wealth-management organisation to recruit a Wealth Management Administrator for its growing Belfast team.This is an outstanding opportunity to join a highly regarded business that provides bespoke investment and wealth-planning services to ultra-high-net-worth clients.The role is initially offered on a nine-month contract, with genuine potential to become permanent. Our client may also consider appointing more than one candidate due to the continued growth of its Belfast operation.The roleWorking alongside Relationship Managers, Wealth Planners and experienced support professionals, you will provide first-class administration and help ensure clients receive an efficient, accurate and highly professional service.Your responsibilities will include:Providing day-to-day administrative support to the wealth-management team.Supporting the new business and client-onboarding processes.Preparing and processing client applications.Maintaining accurate information across CRM and internal systems.Processing instructions relating to investments, ISAs and other financial products.Liaising with clients, colleagues and third parties.Monitoring outstanding documentation and progressing applications.Supporting client reviews and preparing relevant documentation.Following all internal compliance and regulatory ..... full job details .....
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