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.