Honeycomb is currently recruiting for a Senior Financial Services Administrator for a leading Financial Planning organisation based in Belfast City Centre. This is a full time and permanent position.
The company is an established Financial Planning organisation, who is currently going through a period of growth and also developing out their high-performing team to support their expanding client-base. Their office is based in Belfast City Centre.
You will be working alongside various Financial Advisers who are responsible for providing full and comprehensive financial advice to high-networth individuals. Typical duties in this role would include:
- Communicating effectively with clients along the sales process and managing their expectations effectively via e-mail, phone and face to face
- Ensuring client files are kept up-to-date with FCA and internal compliance requirements
- Preparing and processing application forms for clients, pre and post initial/annual review meeting
- Providing technical support to Junior Sales Support Administrators, Paraplanners and Financial Advisers as and when required
- Dealing with Pension and Investment providers on the phone, and through online platforms to provide a great service for clients
- Other administrative duties to fulfil role successfully
- 3+ years experience working in an IFA
- Ability to work in a fast-paced environment
- Minimum 5 GCSEs grade C or above
- Progress towards Financial Planning examinations
Salary for this role is dependent on experience with a great benefits package.
Please apply online or contact Emma Henry in absolute confidence on 028 96 207 050 for more information.
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