Job Description
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 a Financial Planning Firm who specialises in working with local business owners, helping them plan and take control of their personal finances so that they can enjoy the life that they want, both now and in the future. The firm is very purpose driven, both in it's work with clients and in it's giving back to the local community. Restricting the number of clients it works with, this forms is firmly focused on personal service, sound technical advice and clear steps a client needs to take to achieve their life goals. In joining this team, you need to have attention to detail, drive and be a curious learner.'
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:
1. Client Support: Assist in the preparation and analysis of financial plans, including gathering client information and organising financial data.
2. Research and Analysis: Conduct research on investment options, financial products, and market trends to support financial recommendations.
3. Documentation: Help pre...