Financial Services Administrator
Posted 1 day ago
Job Viewed
Job Description
Job Title: Financial Services Administrator
Description:
We are hiring for our client, a well-established wealth management firm, who are seeking to appoint a Financial Services Administrator to join their growing Belfast-based team. This is a fantastic opportunity for a detail-oriented and organised individual to play a vital support role within a busy and professional financial planning environment.
As Financial Services Administrator, you'll work closely with financial advisers and paraplanners to ensure the smooth and compliant operation of client servicing, documentation, and day-to-day account management.
Top 3 Things to Know About this Job:
- Full-time, on-site role based in Belfast
- Supportive and professional financial planning environment
- Opportunity to build experience in regulated financial services
The Rewards:
* Competitive salary depending on experience
* Opportunity to develop within financial services and work towards industry qualifications
* Supportive team culture and structured working environment
* Exposure to a wide range of financial planning services
* Convenient city-centre office location
The Role:
* Provide day-to-day administrative support to the financial planning team
* Manage and update client records and financial documentation
* Prepare reports, valuation summaries, and meeting packs for client reviews
* Process new business applications, withdrawals, and other transactions
* Liaise with providers to follow up on policy information and progress updates
* Monitor client pipelines and support the implementation of advice recommendations
* Ensure compliance and documentation standards are met across all files
* Respond to client enquiries by phone, email, and in person with a professional and friendly approach
* Support internal projects and process improvements as required
The Person:
* Previous experience in an administrative role within a financial services or regulated environment preferred
* Strong attention to detail and a high level of accuracy
* Excellent communication skills - both written and verbal
* Highly organised and confident managing workloads and deadlines
* Proficient in Microsoft Office and comfortable working with client databases or CRM systems
* Team player with a positive, can-do attitude
* Willingness to learn and develop in a fast-paced professional setting
Senior Financial Services Administrator
Posted 2 days ago
Job Viewed
Job 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.
Audit Senior - Financial Services
Posted 10 days ago
Job Viewed
Job Description
Key responsibilities include managing audit engagements, supervising junior staff, and building strong client relationships. You will perform risk assessments, develop audit plans, and execute audit procedures, including testing internal controls and substantive testing of financial data. Identifying audit issues, developing recommendations for improvement, and ensuring timely completion of audit files are integral parts of the role. A thorough understanding of accounting standards (e.g., IFRS, UK GAAP) and auditing regulations is essential.
The ideal candidate will be a qualified accountant (ACA, ACCA, or equivalent) with at least 3 years of post-qualification experience in auditing, preferably with a focus on financial services. Excellent knowledge of audit methodologies and relevant regulatory frameworks is required. Strong analytical, problem-solving, and organizational skills are paramount. You must be a proactive team player with excellent communication and interpersonal skills to effectively liaise with clients and colleagues. This is a fantastic opportunity to advance your career in auditing within a leading firm, contributing to the integrity of financial reporting for key industry players.
Strategy Consultant - Financial Services
Posted 10 days ago
Job Viewed
Job Description
Responsibilities:
- Advise financial services clients on strategic planning and business transformation.
- Conduct market analysis, competitive intelligence, and industry research.
- Develop business cases, strategic roadmaps, and implementation plans.
- Create financial models and performance metrics.
- Lead project teams and manage client engagements.
- Identify opportunities for growth, efficiency, and innovation.
- Prepare and deliver high-impact client presentations and reports.
- Stay abreast of financial services industry trends, regulations, and technologies.
- Proven experience in management consulting, with a specialization in financial services.
- Strong understanding of banking, insurance, asset management, or FinTech.
- Excellent analytical, strategic thinking, and problem-solving skills.
- Proficiency in financial modeling and data analysis.
- Exceptional communication, presentation, and client management abilities.
- Demonstrated experience in leading projects and teams.
- Bachelor's or Master's degree in Business, Finance, Economics, or a related field.
- Ability to work independently and thrive in a remote consulting environment.
Senior Compliance Officer - Financial Services
Posted 1 day ago
Job Viewed
Job Description
Responsibilities:
- Develop, implement, and maintain robust compliance programs and policies in line with relevant financial regulations (e.g., FCA, PRA).
- Conduct regular compliance reviews, audits, and risk assessments to identify potential areas of non-compliance.
- Investigate and resolve compliance breaches or regulatory inquiries in a timely and effective manner.
- Provide expert advice and guidance to business units on regulatory requirements and best practices.
- Develop and deliver compliance training programs to staff at all levels.
- Monitor changes in the regulatory landscape and update compliance procedures accordingly.
- Prepare and submit regulatory reports to relevant authorities.
- Liaise with external auditors and regulatory bodies during examinations.
- Maintain accurate records of compliance activities and documentation.
- Contribute to the continuous improvement of the company's compliance framework.
Qualifications:
- A Bachelor's degree in Law, Finance, Business, or a related discipline.
- A minimum of 5 years of experience in a compliance role within the financial services sector.
- Thorough knowledge of UK financial regulations and compliance frameworks.
- Strong analytical and problem-solving skills with a keen attention to detail.
- Excellent written and verbal communication skills, with the ability to explain complex regulatory concepts clearly.
- Proficiency in using compliance management software and tools.
- Ability to work independently and manage multiple priorities effectively.
- Relevant professional qualifications (e.g., ACAMS, ICA Diploma) are highly desirable.
- Experience in managing remote teams or working within a distributed environment is a plus.
Senior Management Consultant - Financial Services
Posted 7 days ago
Job Viewed
Job Description
Responsibilities:
- Lead and execute consulting engagements for financial services clients, focusing on strategy, operations, and technology.
- Conduct diagnostic assessments of client businesses, identifying areas for improvement.
- Develop and implement strategic recommendations to enhance performance, efficiency, and regulatory adherence.
- Manage client relationships, serving as a trusted advisor to senior management.
- Oversee project planning, resource allocation, and risk management.
- Mentor and develop junior members of the consulting team.
- Prepare high-quality deliverables, including reports, presentations, and business cases.
- Contribute to the firm's intellectual capital and business development efforts within the financial services sector.
- Ensure projects are delivered on time and within budget, exceeding client expectations.
Qualifications:
- Master's degree in Finance, Business, or a related field.
- Minimum of 6 years of relevant consulting or industry experience in Financial Services.
- Extensive knowledge of financial services products, markets, and regulatory environments (e.g., Basel III, MiFID II).
- Demonstrated ability to lead complex projects and manage diverse teams.
- Strong analytical and problem-solving skills, with a focus on data-driven insights.
- Excellent communication, presentation, and stakeholder engagement abilities.
- Proven ability to work independently and manage workload effectively in a remote setting.
Senior Risk Analyst - Financial Services
Posted 14 days ago
Job Viewed
Job Description
Key Responsibilities:
- Analyse and assess financial risks across the organisation.
- Develop, implement, and validate risk models.
- Conduct stress testing and scenario analysis.
- Prepare risk reports for management and regulators.
- Contribute to the enhancement of the risk management framework.
- Collaborate with business units on risk mitigation strategies.
- Ensure compliance with regulatory standards.
- Degree in Finance, Economics, Mathematics, Statistics, or a related quantitative field.
- Minimum 5 years of experience in financial risk analysis.
- Strong understanding of financial markets and products.
- Proficiency in statistical software (R, Python, SAS) and Excel.
- Knowledge of regulatory frameworks (e.g., Basel III).
- Excellent analytical and communication skills.
Be The First To Know
About the latest Deloitte Jobs in Belfast !
Senior Strategy Consultant - Financial Services
Posted 14 days ago
Job Viewed
Job Description
Training and Competence Manager- Financial Services
Posted 5 days ago
Job Viewed
Job Description
Training & Competence Manager
Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered
Salary: 45,000 - 55,000 + bonus + benefits
Reporting to: Regional Manager
Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth?
Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network.
This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty.
Key Responsibilities:
- Design and deliver training programmes across on boarding, CPD, sales process, and advice quality
- Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks
- Lead regulatory training including Consumer Duty, vulnerable clients, and file quality
- Oversee adviser on-boarding and integration with operational and compliance functions
- Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards
Criteria
- Proven experience in adviser supervision, training, or T&C management in financial services
- Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus)
- Excellent communication, coaching, and facilitation skills
- Level 4 diploma (with knowledge across mortgage, protection, and wealth advice)
- Tech-savvy with a detail-oriented approach to MI and reporting
This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.
Please send CV via the apply link to Colleen Farquharson
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.
Training and Competence Manager- Financial Services
Posted 5 days ago
Job Viewed
Job Description
Training & Competence Manager
Location: Ideally Northern Ireland (Belfast-based), but UK-wide applicants considered
Salary: 45,000 - 55,000 + bonus + benefits
Reporting to: Regional Manager
Are you an experienced T&C professional passionate about adviser development, regulatory standards, and business growth?
Our client is currently is seeking a dedicated Training & Competence Manager to lead the implementation of Openwork's T&C scheme across their adviser network.
This is a high-impact role focused on ensuring advisers are fully competent, compliant, and aligned with both regulatory requirements and internal sales processes. The successful candidate will support adviser on boarding, deliver training, and supervise activity in line with FCA expectations - particularly around Consumer Duty.
Key Responsibilities:
- Design and deliver training programmes across on boarding, CPD, sales process, and advice quality
- Supervise a national adviser population, ensuring compliance with T&C and KPI frameworks
- Lead regulatory training including Consumer Duty, vulnerable clients, and file quality
- Oversee adviser on-boarding and integration with operational and compliance functions
- Maintain MI and reporting on adviser competency, CPD, risk ratings, and supervision standards
Criteria
- Proven experience in adviser supervision, training, or T&C management in financial services
- Strong understanding of FCA regulations and T&C schemes (Openwork experience a plus)
- Excellent communication, coaching, and facilitation skills
- Level 4 diploma (with knowledge across mortgage, protection, and wealth advice)
- Tech-savvy with a detail-oriented approach to MI and reporting
This is a fantastic opportunity to shape adviser performance and compliance standards across a growing network. Remote/hybrid options available for the right candidate.
Please send CV via the apply link to Colleen Farquharson
Brook Street NMR is acting as an Employment Agency in relation to this vacancy.