Financial Services Administrator

Read all the information about this opportunity carefully, then use the application button below to send your CV and application.Honeycomb is partnering with a Wealth Management company based in Lisburn to recruit for a Financial Services Administrator. The role is full time and permanent.The ClientAn established and growing Wealth Management practice based in Lisburn who provide their clients with advice on Pensions, investments and protection products.The RoleThe Financial Services Administrator will provide efficient and accurate administrative support in the processing of new business applications across pensions, investments, and protection products. The role ensures all documentation and applications are submitted correctly and promptly to providers, supporting the advice process and maintaining exceptional client service standards. Duties include@New Business ProcessingAccurately process new business applications (pensions, investments, protection) using provider platforms and systems.Liaise with product providers to ensure timely submission and progress tracking of applications.Monitor pipeline business and follow up to ensure timely completion and issue of policies.Scan, upload, and file all documents in line with internal procedures and regulatory compliance.Client & Adviser SupportWork closely with financial advisers and paraplanners to ensure all required documentation is in place.Communicate effectively with clients to request outstanding information or provide updates as needed.Prepare and issue welcome packs or confirmation letters for new clients/policies.Data Management & ComplianceMaintain accurate client records in CRM/back-office system (Intelligent Office).Ensure all processes are compliant with FCA regulations and internal quality standards.Assist in keeping due diligence records and provider information up to date.Team SupportProvide general administrative support including scanning, post, data entry, and answering phones.Participate in team meetings and contribute to improving processes and efficiency.Desired CriteriaExperience in a similar administrative role within an IFA, wealth management, or financial services firm.Understanding of financial products including pensions, ISAs, bonds, and protection.Excellent organisational skills with attention to detail.Confident in using provider platforms and back-office systems.Clear and professional communication skills, both written and verbal.Proficient with Microsoft Office (Word, Excel, Outlook).PackageSalary 26 - 30K depending on skills and experiencePension contributionOpportunity to progressAnnual LeaveFree onsite parkingTo 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 Ireland.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.

Created: 2025-06-25