Honeycomb is delighted to be recruiting for a Financial Services Administrator on behalf of a leading IFA based in Belfast. This is a permanent and full-time position.
The Client
Our client is a market leading IFA firm of Financial Planners and Wealth Managers providing a first class service to high net-worth individuals. This is an exciting time to be part of their team which is currently undergoing a period of growth.
Job Description
You will be responsible for providing administrative support to a range of Pension, Investment and Protection policies on behalf of high net-worth clients.
Skills and Responsibilities:
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.
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