Business Administrator

Honeycomb is delighted to be partnering with an independently owned Wealth Management firm to recruit for a Junior Administrator to join their close-knit team based in Belfast. The role is full time, permanent and fully office based.

The Client
Our client is a well-established independently owned Wealth Management firm with an excellent reputation for delivering a highly personal and professional service to their clients. Specialising in pensions, investments, inheritance tax planning and mortgages, they pride themselves on building long-term relationships and offering a warm, supportive and client-focused environment.
This is an excellent opportunity for someone looking to build a long-term career within financial services and administration while working closely with experienced Financial Advisors in a friendly and collaborative office.

The Role
The Junior Administrator will support the Advisors with the day-to-day running of the office and assist with a wide range of administrative and client support duties. This is a varied role suited to someone who enjoys organisation, working with people and being part of a small, busy team.
Typical duties will include:
Managing incoming and outgoing post
Scanning, filing and organising client documentation
Taking audio dictation and preparing typed documents and correspondence
Answering incoming telephone calls and assisting clients professionally and warmly
Supporting Advisors with administration relating to pensions, investments, inheritance tax planning and mortgages
Assisting with mortgage quotations and documentation preparation
Preparing client review packs, valuations and supporting documentation
Updating and maintaining accurate client records and files
Scheduling appointments and assisting with diary coordination
Providing general office and administrative support across the business
Supporting a professional and welcoming office environment for clients and visitors

Criteria
Previous administration experience is desirable but not essential
Strong typing and organisational skills
Confident communication skills, both written and verbal
Friendly, approachable and professional manner with clients and colleagues
Comfortable handling telephone calls and client interaction
Good attention to detail and ability to manage multiple tasks
Strong IT skills and willingness to learn new systems
A positive attitude and willingness to support the wider team

Package
Competitive salary dependent on experience
Full time permanent position
Monday to Friday, 9am - 5pm
One hour lunch break daily
Supportive and friendly office environment
Opportunity to develop a long-term career within Wealth Management and Financial Services

How to Apply
To apply for this role, please submit your CV via the application form provided. Alternatively, to speak in absolute confidence about this opportunity, please contact Sam Evans 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 a high volume of applications and may be unable to shortlist candidates who do not meet the specific requirements for this role. Due to application volumes, individual feedback may not always be possible. We thank you in advance for your understanding.