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 s
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.