Financial Planning Administrator

Details:
  • Company: honeycomb
  • Salary:
  • Category: Banking and Financial Services
  • Location: Northern Ireland
  • Reference: fd24408931415321e3b85f83d8194512b71df32d
  • Date: 3 hours ago
Description:

Honeycomb is delighted to be recruiting for a Financial Planning Administrator on behalf of a Wealth Management firm in Co. Armagh. This is a full-time and permanent position. Our client is an established IFA firm who provide a first class service to high net-worth individuals. Job description The responsibilities will include general Financial Planning administration duties. You will be responsible for providing administrative support to a range of Pension, Investment and Protection policies, working closely with the Financial Adviser in the business and their clients. This role will provide you with fantastic personal development opportunities. Typical duties would include: * Providing professional customer service to new and existing clients via telephone, email and face to face when required. * Using financial planning software to create, record and update client records and ensuring these are kept up-to-date. * Communicating and liaising effectively with external product providers as and when required, to obtain policy specific information. * Preparing client valuations, application forms and meeting documentation for annual reviews. * Continue to develop your knowledge and understanding of any change in legislation and processes, internally and externally, which may impact your role. * Other administrative duties required to fulfil role successfully. Essential criteria * 12 months + administration experience from an IFA/Wealth Management practice * Strong experience with Microsoft Packages * Strong numerical and literacy skills Desirable criteria * Progress towards Financial Planning examinations Package The salary for this role is dependent on experience. **Please note, applicants who do not demonstrate relevant Financial Services Administration experience will not be considered for this role. Due to a high response of applications in the current climate, we are unable to provide individual feedback, however will endeavour to get back to you.**

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