Senior Financial Services Administrator

Honeycomb is partnering with a nationwide Wealth Management company to recruit for a Senior Financial Services Administrator to join their team based in North Down. The role is full time, permanent and comes with opportunity for career progression.

The Client

A nationwide Wealth Management company with two offices based in North Down. The company provides first class financial advice to a range of customers. The role of Senior Financial Services Administrator will be based in Newtownards working a hybrid pattern of 3 days in office, 2 from home.

The Role

The Senior Financial Services Administrator will support Financial Advisors with a range of administrative and technical duties, as outlined below.

• Maintain accurate and up-to-date client and plan records on back-office system, and ensure review invites issued and documentation prepared
• Ensure all relevant documentation and correspondence is uploaded to the correct client records on the back-office system and named in accordance with Company procedures
• Create, manage, and complete tasks on the back-office system in accordance with Company procedures
• Preparing recommendation reports
• Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
• Obtain accurate illustrations, key features, and other relevant paperwork for advisor presentation meetings with clients
• Assist in the completion of remedial actions following quality checking
• Paraplanning duties

Essential Criteria

• Knowledge of the financial planning market including products and services.
• Working knowledge of FCA Rules, Guidance Notes and Commitments that apply to the job role.
• 2 year plus experience in an IFA/Wealth Management environment.
• Desirable - Diploma qualified or working towards.

Package

• Salary £25 - £30K
• 5% pension
• 23 days holidays
• Death in Service, Critical Illness, PHI, and Health Cash plan

To speak in absolute confidence about this opportunity, please send an up-to-date CV via the link provided or contact Louise Quinn, Associate Director, Honeycomb Jobs.
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.