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Financial Services Administrator

Recruiter
Honeycomb Jobs Ltd
Location
Belfast
Contract
Permanent
Work pattern
Full Time
First listed by Ontap
3 September 2026
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Job description

Honeycomb is partnering with a Wealth Management practice based in the Titanic area of Belfast to recruit for a Financial Services Administrator. The role is full time and permanent with opportunity for growth and development.

The Client

Our client is a people focused financial planning firm who help individuals, families and businesses achieve their financial goals. They have built their business on delivering high quality advice and service, building long term relationships based on trust, professionalism and integrity.

The Role

Our client is seeking an organised, proactive, and detail-oriented Financial Services Administrator to join their team. This role is central to supporting the financial planners and ensuring the smooth day-to-day administration of client services and business operations.

The successful candidate will play a key role in delivering an excellent client experience, maintaining accurate records, processing new business, and supporting advisers throughout the advice process. Responsibilities include -

Provide administrative support to Financial Planners and Paraplanners
Process new business applications, policy amendments, and fund switches
Prepare client review packs and meeting documentation
Maintain accurate client records and ensure CRM systems are kept up to date
Liaise with providers, platforms, and product providers regarding client queries and case progress
Monitor business pipelines and chase outstanding documentation
Manage incoming calls, emails, and client correspondence professionally
Assist with compliance and regulatory documentation
Support the onboarding of new clients, including anti-money laundering and ID verification checks
Ensure all work is completed in line with FCA regulatory requirements and internal procedures

Skills & Experience

Previous administration experience within financial services, wealth management, or financial planning
Excellent organisational skills and strong attention to detail
Strong written and verbal communication skills
Ability to manage multiple tasks and prioritise effectively
Proficient in Microsoft Office, including Word, Excel, and Outlook
Professional, client-focused approach

Package

Competitive salary
Pension contribution
Holiday entitlement plus bank holidays
Ongoing training and professional development
Support toward industry qualifications
Friendly and supportive team environment
Career progression opportunities within a growing business

How to Apply

To apply for this role, submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Louise Quinn at Honeycomb Jobs.

Disclaimer

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. Please note, we are receiving an exceptionally high number of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to the volume of applications, we may be unable to provide individual feedback. We thank you in advance for your understanding.

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