Financial Services Administrator

Honeycomb is partnering with a Wealth Management practice based in the Titanic area of Belfast to recruit for a Financial Services Administrator. The role is full time and permanent with opportunity for growth and development. The ClientOur client is a people focused financial planning firm who help individuals, families and businesses achieve their financial goals. They have built their business on delivering high quality advice and service, building long term relationships based on trust, professionalism and integrity. The RoleOur client is seeking an organised, proactive, and detail-oriented Financial Services Administrator to join their team. This role is central to supporting the financial planners and ensuring the smooth day-to-day administration of client services and business operations. The successful candidate will play a key role in delivering an excellent client experience, maintaining accurate records, processing new business, and supporting advisers throughout the advice process. Responsibilities include - Provide administrative support to Financial Planners and ParaplannersProcess new business applications, policy amendments, and fund switchesPrepare client review packs and meeting documentationMaintain accurate client records and ensure CRM systems are kept up to dateLiaise with providers, platforms, and product providers regarding client queries and case progressMonitor business pipelines and chase outstanding documentationManage incoming calls, emails, and ..... full job details .....