Financial Services Administrator at Honeycomb Jobs Ltd

Position Financial Services Administrator
Posted 02 Jul 2026
Expired 01 Aug 2026
Company Honeycomb Jobs Ltd
Location Belfast | IE
Job Type Full Time

Job Description:

Latest job information from Honeycomb Jobs Ltd for the position of Financial Services Administrator. If the Financial Services Administrator vacancy in Belfast matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Honeycomb Jobs Ltd for the position of Financial Services Administrator below matches your qualifications.

Honeycomb is delighted to be partnering with an Independent Financial Advisory practice to recruit for a Financial Services Administrator to work alongside the Financial Advisors. The role is full time, permanent,office based with free onsite parking.

The Client

An Independent Financial Advisory practice based in the Titanic quarter. Established over 20 years ago, the company provide financial advice on Pension and Investment products. The company are highly invested in their staff and support with ongoing training and development.

The Role

Our client is seeking an organised, proactive, and detail-oriented Financial Services Administrator to join the 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.

Key Responsibilities:

  • Provide administrative support to Financial Planners
  • 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

Criteria

  • 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.

Job Info:

  • Company: Honeycomb Jobs Ltd
  • Position: Financial Services Administrator
  • Work Location: Belfast
  • Country: IE

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Financial Services Administrator at the office Belfast above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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