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Permanent

Financial Services Administrator

City
money-bag 10000-500000 Annual
3131849723
Posted Today

Honeycomb is delighted to be partnering with an Independent Financial Advisory practice to recruit for a Financial Services Administrator to work alongside the Financial Advisors. The role is full time, permanent,office based with free onsite parking.The ClientAn Independent Financial Advisory practice based in the Titanic quarter. Established over 20 years ago, the company provide financial advice on Pension and Investment products. The company are highly invested in their staff and support with ongoing training and development.The RoleOur client is seeking an organised, proactive, and detail-oriented Financial Services Administrator to join the team. This role is central to supporting the financial planners and ensuring the smooth day-to-day administration of client services and business operations. The successful candidate will play a key role in delivering an excellent client experience, maintaining accurate records, processing new business, and supporting advisers throughout the advice process.Key Responsibilities:Provide administrative support to Financial PlannersProcess new business applications, policy amendments, and fund switchesPrepare client review packs and meeting documentationMaintain accurate client records and ensure CRM systems are kept up to dateLiaise with providers, platforms, and product providers regarding client queries and case progressMonitor business pipelines and chase outstanding documentationManage incoming calls, emails, and client ..... full job details .....

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