Senior Financial Services Administrator

Overview

Honeycomb is partnering with a well established and high performing Wealth Management company to recruit for a Senior Financial Services Administrator to join their office based just outside Belfast city centre. The role is office based Tuesday - Thursday, with Monday and Friday WFH days. The role is permanent and comes with great career development opportunities.The Client

A prestigious wealth management firm based in Belfast is seeking a talented Senior Financial Insurance Administrator to join their dynamic team. This role offers an exceptional opportunity to work with a forward-thinking company that''s poised for significant growth in the coming years. As a Senior Financial Insurance Administrator, you''ll be at the forefront of client service excellence in a rapidly evolving industry.The Role

As a Senior Financial Services Administrator, you will work closely with the Financial Advisors to carry out a range of support duties. Typical tasks include:Manage and optimise the client review process, ensuring top-notch service deliveryUtilise the Intelligent Office system to maintain accurate client records and streamline workflowsCollaborate with a team of 7 advisors, paraplanners, and financial services administratorsContribute to the company''s growth strategyBuild relationships with clients, providers and internal stakeholdersDesired Criteria

Proven experience in financial services administration in a wealth management settingStrong knowledge of client review processes and regulatory complianceProficiency in using financial management software, ideally Intelligent OfficePackage

25 days annual leave + stats4 x death in servicePrivate Medical InsuranceIncome protectionFree on site parkingHow to apply

To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs.EEO and equality notice

If you have a disability which means you require assistance at any stage of the recruitment process, please contact us directly to discuss.Honeycomb is committed to providing equality of opportunity to all.Seniority level

Mid-Senior levelEmployment type

Full-timeJob function

Administrative and FinanceIndustries

Administrative and Support ServicesBase pay range

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