Financial Services Administrator

Honeycomb is delighted to be exclusively partnering with a Wealth Management firm based in Holywood, to recruit for an experienced Financial Services Administrator. This role can be flexible on hours and days if you need some flexibility. This is a great opportunity to step into and scope a newly created position. Experience in Financial Services Administration within an IFA is essential to be considered for this position. The Package Salary- £28-33k FTE + bonus Life cover Flexible on working hours - you chose what works for you Pension contribution Opportunity to complete further qualifications Free parking The Role Working in a friendly and supportive team, you will play an important role in supporting Financial Advisers and Paraplanners in the office. Some of your key responsibilities will include: Drafting suitability and valuation reports Preparing client files in advance of meetings Following up with clients and collecting relevant documentation Supporting with general administration The Company This organisation is a large, UK wide, independent financial planning network, who are experiencing growth due to recent acquisitions. Based in Holywood, with a supportive and inclusive environment, this company appreciate their employees work/life balance, and are flexible on working hours to work around your schedule. Essential Criteria To be considered for this role it is essential you have experience working as a Financial Services Administrator within a Financial Advisory/Wealth Management practice. Other criteria include: Highly organised with attention to detail A can do attitude, able to work independently and collaboratively Excellent technical and data entry skills If you are interested in making a move within the Financial Services sector, we would love to tell you more about this opportunity. To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Nuala at Honeycomb on . 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. Even if this position is not right for you, we may have others that are. Please visit Honeycomb to view a wide selection of our current jobs Skills: financial services administrator part-time client services client service administration

Location: Belfast, GB

Posted Date: 11/26/2024