Financial Services Administrator
Wealth Management Support AdministratorBelfast Nine-month contract Potential for permanent employmentHoneycomb is exclusively partnering with an established international wealth management business to appoint an Administrator within its expanding Belfast office.Supporting a team that delivers investment and financial planning services to ultra-high-net-worth clients, you will play a key part in keeping client administration organised, accurate and moving forward.This opportunity would suit an experienced Financial Services Administrator or a finance graduate looking to develop their knowledge within a professional private-client environment. With continued growth across the Belfast operation, there may be opportunities for more than one appointment.Your responsibilitiesWorking closely with Relationship Managers, Wealth Planners and the wider support team, you will:Coordinate daily administration and respond to requests from colleagues and clients.Help progress new business from initial paperwork through to application processing.Support client onboarding by gathering, checking and recording required documentation.Prepare applications and update client information across the CRM and internal platforms.Process client instructions involving investments, ISAs and other financial products.Follow up on missing information and outstanding paperwork to minimise delays.Communicate with clients, internal teams and external contacts to resolve queries.Compile documentation for client ..... full job details .....
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