Honeycomb are delighted to be working alongside a leading Financial Planning company based on the outskirts of Belfast City Centre, to recruit for an IFA Administrator.
A well established Financial Planning company based on the outskirts of Belfast City Centre, who are committed to providing excellent and first class service to their clients. There is also free parking available on the premises.
This role is perfect for candidates wishing to further their career in Financial Planning, as this position offers a clear path and progression opportunities are available.
You will be working as part of a hard-working team, to provide administrative support to Paraplanners and Financial Advisers in the office.
Typical duties would include:
- Liaising with third-party product providers to gather policy specific information and to present this in an informative manner.
- Maintaining excellent client communication via phone and email when appropriate, ensuring confidentiality is adhered to at all times.
- Adding details onto appropriate systems in a compliant and accurate manner.
- Processing new business for clients an ensuring this is as smooth as possible on their behalf.
- Completing compliance checks for new business cases.
- Establishing strong working relationships with other members of the team.
- Other administrative duties as and when required to fulfil role successfully.
- Strong IT skills and experience in Microsoft Office.
- Excellent administrative experience, ideally gained from a Professional Services background.
- Effective communication and team-working skills.
- Experience from an IFA practice.
- Experience using Investment/Pension Platform providers.
- Degree educated.
Salary for this role is from 18,000 - 23,000 (dependent on experience) and has a great benefits package.
To speak in absolute confidence about this opportunity please send an up to date CV via the link provided or contact Emma Henry, Specialist Consultant at Honeycomb click apply 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 www.honeycomb.jobs
Experience: 0 yrs