Honeycomb is delighted to be recruiting for a Financial Services Administrator on behalf of a leading IFA based in Belfast. Please note, this is a full time and temporary position with an immediate start available.
Our client is a market leading IFA firm who provide a first class service to high net-worth individuals.
The responsibilities will include general finance admin duties. You will be responsible for providing administrative support to a range of Pension, Investment and Protection policies on behalf of high net-worth clients.
Typical duties would include:
* Providing professional customer service to new and existing clients via telephone, email and face to face when required.
* Using financial planning software to create, record and update client records and ensuring these are kept up-to-date.
* Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information.
* Preparing client valuations, application forms and meeting documentation for annual reviews.
* Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role.
* Other administrative duties required to fulfil role successfully.
* Financial Services Administration experience
* Strong numerical and literacy skills
* Experience gained directly from an IFA/Wealth Management Practice
The salary for this role is dependent on experience.
The pay rate on offer for this role is £20,000-23,500 per annum with a range of other benefits which can be discussed at registration stage.
To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Laura Healy, Temporary Consultant at Honeycomb 028 9620 7050
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 permitted to providing equality of opportunity to all.
** Please note, we are receiving an exceptionally high number of applications and present and will be unable to shortlist candidates who are not meeting the specific requirements for this role. Due to the high volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding. **
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