Honeycomb is assisting our client, a well established Independent Financial Advisory practice, with the recruitment of an experienced Financial Services Administrator. This is a full time, permanent opportunity.
A well established and growing Wealth Management company based in East Belfast.
The Financial Services Administrator will work as part of a team to deliver a high quality administration service within agreed timescales. Typical duties will include:
- Provide effective technical support both externally and internally and take ownership of customer enquiries and issues.
- Ensure that all cases are dealt with in a compliant manner and that any action taken is fully documented.
- Create, record and update customer data and produce appropriate output to ensure customer records are accurately maintained.
- Review the status of customer business and provide regular update on progress of their cases.
- Develop & maintain knowledge of the Financial Services market, legislative changes, company policies and procedures.
- Provide integral support to the sales process in order to help increase new business income.
- Minimum of 5 GCSE's, or equivalent, including English and Maths (grade A-C) or equivalent.
- At least 12 months experience working for an IFA Practice or Financial Services company.
- Competent across the MS Office package.
Salary for this role is dependent on skills and experience.
To speak in absolute confidence about this opportunity, please send an up to date CV via the link provided or contact Louise Quinn, Professional Services Manager 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. **
Experience: 0 yrs