Financial Services Administrator
Location: Northern Ireland, County Armagh, Lurgan
Industry: Wealth Management & Insurance
Salary: £26000.00 - £32000.00 per annum
Contacts: Louise Quinn, louise.q@honeycomb.jobs
Job Ref: BBBH56389
Expiry date: 2025-03-11
Honeycomb is delighted to partner with a Financial Planning company to recruit for a Financial Services Administrator to join their busy team based in Lurgan. The role is full time and permanent with a half day finish on a Friday.
The Company
Our client is an Independent Financial Planning company who highly values their clients and their life goals, and help clients to create a bespoke solution and path towards their future. Purposefully restricted to working with a number of clients, this organisation's technical knowledge, life experience and excellent track record gives clients the confidence and space to think while they develop a workable valid, bespoke solution.
The Role
The Financial Services Administrator will work closely with the Financial Advisor to carry out a range of sales support duties. Typical duties will include:
- Client Support: Assist in the preparation and analysis of financial plans, including gathering client information and organising financial data.
- Research and Analysis: Conduct research on investment options, financial products, and market trends to support financial recommendations.
- Documentation: Help prepare and maintain accurate records of client meetings, recommendations, and financial plans.
- Compliance: Ensure that all financial planning activities comply with regulatory requirements and company policies.
- Learning and Development: Participate in training sessions and workshops to enhance your financial planning skills and industry knowledge.
- Administrative Support: Provide general administrative support to senior financial planners, including scheduling meetings and managing client communications.
Essential Criteria
- Ideally, experience working as a Financial Services Administrator in a Financial Services Company.
- A strong Administrator with a passion to work in Financial Services
- Strong IT skills and good at identifying a way systems can be used to create efficiency's.
Package
- Salary based on experience
- Craigavon/Lurgan area
- Early finish at 1.30pm on a Friday and 4.30 finish Mon - Thurs
- 20 days holidays + stats + 3 extra closure days at Christmas
- 7% Pension Contribution
- Flexible working
- Supportive team
- Free parking
- Training and development
- Further study and exams if required
To speak in absolute confidence about this opportunity please send an up-to-date CV via the link provided or contact Louise at Honeycomb on louise.q@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.
