Senior Financial Services Administrator

Honeycomb is partnering with a high performing Wealth Advisory firm to recruit for a Senior Financial Services Administrator to join their high performing team based in Lisburn. The role is full time and permanent with excellent opportunity for career progression.

The Client

A high performing Financial Advisory firm with an office based in Lisburn. The firm deliver expert wealth management advise to a range of customers.

The Role

The Senior Financial Services Administrator will be part of a team of two who will deliver high level administration and paraplanning support to a team of Advisors. Typical duties will include:

• 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
• Produce client suitability reports confirming new recommendations in accordance with the Company’s internal standards and compliance procedures
• Paraplanning duties

Essential Criteria

• A minimum of 3 years experience working in a Financial Advisory firm.
• Working towards Level 4 Diploma.
• Excellent interpersonal and communication skills
• Teamworker
• Excellent IT skills

Package

• £25 - £30k depending on skills and experience.
• Excellent Benefits package

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.