Senior Financial Services Administrator

OverviewHoneycomb 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 ClientA 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 RoleAs a Senior Financial Services Administrator, you will 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 delivery

Utilise the Intelligent Office system to maintain accurate client records and streamline workflows

Collaborate with a team of 7 advisors, paraplanners, and financial services administrators

Contribute to the company\''s growth strategy

Build relationships with clients, providers and internal stakeholders

Desired Criteria

Proven experience in financial services administration in a wealth management setting

Strong knowledge of client review processes and regulatory compliance

Proficiency in using financial management software, ideally Intelligent Office

Package

Salary £28 - £32K

25 days annual leave + stats

5% Pension

4 x death in service

Private Medical Insurance

Income protection

Free on site parking

Hybrid working

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.

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.

Skills

Financial Services Administrator

Brokerage Support

Sales Support

Client Administrator

Benefits

Work From ..... full job details .....