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Senior financial services administrator

Honeycomb Jobs Limited
Financial services administrator
Posted: 4 September
Offer description

Honeycomb is partnering with a well established and high performing Wealth Management company to recruit for a Senior Financial Services Administrator to join their office based just outside Belfast city centre. The role is office based Tuesday - Thursday, with Monday and Friday WFH days. The role is permanent and comes with great career development opportunities. The Client A prestigious wealth management firm based in Belfast is seeking a talented Senior Financial Insurance Administrator to join their dynamic team. This role offers an exceptional opportunity to work with a forward-thinking company that's poised for significant growth in the coming years. As a Senior Financial Insurance Administrator, you'll be at the forefront of client service excellence in a rapidly evolving industry. The Role As a Senior Financial Services Administrator, you will closely with the Financial Advisors to carry out a range of support duties. Typical tasks include: Manage and optimise the client review process, ensuring top-notch service delivery Utilise the Intelligent Office system to maintain accurate client records and streamline workflows Collaborate with a team of 7 advisors, paraplanners, and financial services administrators Contribute to the company's growth strategy Build relationships with clients, providers and internal stakeholders Desired Criteria Proven experience in financial services administration in a wealth management setting Strong knowledge of client review processes and regulatory compliance Proficiency in using financial management software, ideally Intelligent Office Package Salary £28 - £32K 25 days annual leave + stats 5% Pension 4 x death in service Private Medical Insurance Income protection Free on site parking Hybrid working 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. Skills: Financial Services Administrator Brokerage Support Sales Support Client Administrator Benefits: Work From Home

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