Senior Financial Services Administrator
Location: Northern Ireland, County Down, Newtownards
Industry: Wealth Management & Insurance
Salary: £25000.00 - £30000.00 per annum
Contacts: Louise Quinn, louise.q@honeycomb.jobs
Job Ref: BBBH55592
Expiry date: 2025-01-14
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.
